Hybrid Client Experience & Operations Specialist

Focus Financial Partners; Boston (MA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Annual bonus

Job summary

Focus Partners seeks a Client Service Associate to support Wealth Advisors, manage client relationships, and own service requests from start to finish. This role prioritizes accuracy, proactive communication, and collaborative teamwork in a hybrid schedule.

You will be the primary contact for operational needs, handling account openings, transfers, and documentation while maintaining fiduciary precision and strong client empathy. Growth within the team is encouraged.

Qualifications

• Bachelor’s Degree with 1+ years relevant experience (including internships).
• Strong follow-through, time management, and problem-solving skills with accuracy.
• Proficiency in Microsoft Office; Salesforce experience preferred.
• Clear written and verbal communication; discretion with sensitive information.
• Ability to manage multiple priorities in a fast-paced environment.
• Interest in financial planning and investments and growth within the role.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset.
• Serve as primary liaison among custodians, operations, advisors, and clients.
• Act as a strong advocate for clients, showing empathy and understanding.
• Manage multiple advisor and client requests across email, Teams, phone, and Salesforce.
• Maintain clear, proactive communication with advisors and clients with timely updates.
• Ensure precision and consistency in processing requests and transactions.

Skills

Time management

Problem-solving

Attention to detail

Communication

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

Job description

Focus Partners seeks a Client Service Associate to support Wealth Advisors, manage client relationships, and own service requests from start to finish. This role prioritizes accuracy, proactive communication, and collaborative teamwork in a hybrid schedule.

You will be the primary contact for operational needs, handling account openings, transfers, and documentation while maintaining fiduciary precision and strong client empathy. Growth within the team is encouraged.