Client Services & Operations Specialist

Focus Partners; Andover (MA); Hybrid; USD 80,000 - 87,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners is seeking a Client Service Specialist to be the primary contact for operational and service requests across advisory teams and clients. The role emphasizes a solutions-oriented approach and close collaboration with internal teams to ensure timely execution.

The position offers a hybrid schedule with three days in office per week and two remote days. Base pay ranges from $80,000 to $87,000 annually, with eligible bonuses and a comprehensive benefits package.

Qualifications

• Bachelor's degree preferred; 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of industry basics and back-office processes, including custodians like Charles Schwab and Fidelity.
• Proficiency in using Salesforce or a similar CRM system.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a one-contact-resolution mindset.
• Own client issues from start to finish, following through until resolved.
• Coordinate communications between custodians, Operations, advisors, and clients.

Skills

Client service

Communication

Organizational skills

Problem solving

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Job description

Focus Partners is seeking a Client Service Specialist to be the primary contact for operational and service requests across advisory teams and clients. The role emphasizes a solutions-oriented approach and close collaboration with internal teams to ensure timely execution.

The position offers a hybrid schedule with three days in office per week and two remote days. Base pay ranges from $80,000 to $87,000 annually, with eligible bonuses and a comprehensive benefits package.