Client Service Specialist — Hybrid & Salesforce Pro

LE0123 Focus Partners Wealth LLC; Houston (TX); Hybrid; USD 65,000 - 70,000; Full time

Job summary

Focus Partners is seeking a Client Service Specialist to join our team. The role delivers solutions-oriented service to advisory teams and clients, acting as the go-to contact for operational requests and ensuring timely execution.

This non-exempt position offers a base pay in the range of $65,000–$70,000 with potential bonus and comprehensive benefits. Candidates should have 3+ years in the RIA industry, Salesforce experience, and a collaborative, client-focused mindset.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills.
• Strong problem-solving skills and ability to think critically and work independently.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset.
• Take ownership of client issues and work towards prompt resolution.
• Handle all communications between custodians and Operations with advisors or clients.
• Provide comprehensive operational support to clients, including monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple advisor and client requests across channels while meeting SLAs.
• Collaborate with internal teams to research inquiries and respond for a cohesive advisor/client experience.
• Utilize CRM platforms such as Salesforce to manage client cases daily.
• Maintain clear, frequent communications with advisors and clients about progress and updates.
• Provide training support and advisory team coverage to colleagues.
• Build trust and strong relationships with advisors, clients, and Client Service team members.

Skills

Client service

CRM usage

Communication

Problem solving

Teamwork

Tools

Salesforce

Job description

Focus Partners is seeking a Client Service Specialist to join our team. The role delivers solutions-oriented service to advisory teams and clients, acting as the go-to contact for operational requests and ensuring timely execution.

This non-exempt position offers a base pay in the range of $65,000–$70,000 with potential bonus and comprehensive benefits. Candidates should have 3+ years in the RIA industry, Salesforce experience, and a collaborative, client-focused mindset.