Client Success Specialist — Hybrid (Remote Options)

Talentify; Andover (MA); Hybrid; USD 80,000 - 87,000; 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, serving as the primary contact for operational requests and ensuring timely execution.

This position supports a hybrid schedule with 3 days in office per week and up to 2 remote days. A bachelor’s degree is preferred, with 3+ years in client service and proficiency in Salesforce required.

Qualifications

• Bachelor's degree preferred; 3+ years in client service within financial services.
• Proficiency with Salesforce or a similar CRM system.
• Strong problem-solving, organization, and multi-tasking abilities.

Responsibilities

• Deliver accurate, timely service daily to advisors and clients with a one-contact-resolution mindset.
• Own client issues and drive prompt resolution until fully resolved.
• Coordinate communications between custodians and operations.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Manage multiple requests across channels, meeting service level agreements.
• Collaborate with internal teams to research inquiries for a cohesive advisor-client experience.
• Use Salesforce to manage and monitor client cases with up-to-date documentation.
• Maintain clear, proactive communications with advisors and clients.
• Support training for new team members and provide coverage.
• Build trust with advisors and clients through high-touch interactions.

Skills

Salesforce CRM

Customer service

Teamwork

Communication skills

Education

Bachelor's degree

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, serving as the primary contact for operational requests and ensuring timely execution.

This position supports a hybrid schedule with 3 days in office per week and up to 2 remote days. A bachelor’s degree is preferred, with 3+ years in client service and proficiency in Salesforce required.