Client Success Specialist – Advisory Services

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

Benefits offered by this job

Annual bonus

Medical, dental, vision insurance

401(k)

Job summary

Focus Partners in Andover, MA, seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. This role is the go-to resource for operational requests and ensures timely execution while collaborating across the organization.

The position offers a hybrid schedule with three days in office per week and two remote days. Ideal candidates have 3+ years in the RIA industry, experience with custodians like Schwab and Fidelity, and proficiency in Salesforce.

Qualifications

• Bachelor's degree preferred; 3+ years in the RIA industry with custodian and client-facing service experience
• Knowledge of custodians such as Charles Schwab and Fidelity
• Proficiency with Salesforce or other CRM systems
• Strong information processing, organization, and multitasking abilities
• Problem-solving, independence, and ability to work in a fast-paced environment
• Team player with client-focused mindset and adaptability
• Comfort using multiple web-based platforms daily

Responsibilities

• Deliver timely service to advisors and clients with a one-contact resolution mindset
• Own and drive issue resolution from start to finish
• Coordinate communications between custodians, Operations, advisors, and clients
• Provide operational support for monetary, account opening, maintenance, and paperwork requests
• Prioritize multiple requests across channels to meet SLAs
• Collaborate with internal teams to research inquiries and respond with solutions
• Maintain accurate client case documentation in Salesforce daily
• Communicate progress and updates clearly to advisors and clients
• Support training for new team members and coverage for advisors
• Build trust with advisors and clients through high-touch interactions

Skills

Customer service,

CRM (Salesforce)

Financial services knowledge

Communication

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Focus Partners in Andover, MA, seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. This role is the go-to resource for operational requests and ensures timely execution while collaborating across the organization.

The position offers a hybrid schedule with three days in office per week and two remote days. Ideal candidates have 3+ years in the RIA industry, experience with custodians like Schwab and Fidelity, and proficiency in Salesforce.