Client Service Specialist — Hybrid, CRM-Driven Support

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 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.