Client Success Specialist — CRM & Operations

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Client Service Specialist to deliver exceptional service to advisory teams and clients. You’ll be the go-to contact for operational requests and ensure timely execution, collaborating across teams in a hybrid work model.

The role emphasizes accuracy, proactive communication, and strong CRM usage to track client cases and provide solutions that meet client expectations and regulatory standards.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Proficiency with Salesforce or similar CRM.
• Strong organizational and problem-solving skills.

Responsibilities

• Deliver timely service to advisors and clients with a 'one-contact resolution' mindset.
• Own client issues and drive prompt resolution, communicating updates.
• Coordinate communications between custodians, advisors and clients.
• Provide operational support for account opening, maintenance and paperwork requests.
• Utilize CRM platforms daily to manage client cases.

Skills

Client service

CRM navigation

Communication

Tools

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Specialist to deliver exceptional service to advisory teams and clients. You’ll be the go-to contact for operational requests and ensure timely execution, collaborating across teams in a hybrid work model.

The role emphasizes accuracy, proactive communication, and strong CRM usage to track client cases and provide solutions that meet client expectations and regulatory standards.