Client Service Specialist

Focus Partners; Pittsburgh (Allegheny County); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Focus Partners in Pittsburgh, PA seeks a Client Service Specialist to act as the go-to resource for service requests, coordinating with advisory teams and custodians to ensure timely execution. The role requires strong client communication, ownership, and collaboration across teams.

The position supports a hybrid schedule (3 days in office per week) with up to 2 remote days, and occasional overtime during peak periods. Flexibility and proactive problem solving are essential to success.

Qualifications

• Experience delivering high-quality service to clients.
• Ability to manage multiple requests with attention to detail.

Responsibilities

• Serve as primary contact for advisory teams and clients.
• Coordinate timely execution of client requests with custodians.
• Utilize CRM to track client cases.

Skills

CRM Salesforce

Customer service

Communication

Time management

Tools

Salesforce

Job description

Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience. Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role. Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day. The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization. Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical. Occasional overtime may be required. Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Job Description

Primary Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a \