Hybrid Client Experience Specialist

Focus Partners Wealth; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 65,000; 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 in Pittsburgh with a strong service mindset to support advisory teams and clients. You will act as the primary contact for operational requests, coordinate with custodians, and ensure timely execution of tasks in a fast-paced, hybrid work environment.

The role requires excellent communication, CRM proficiency (Salesforce), and the ability to manage multiple requests while maintaining a high level of accuracy and empathy for clients.

Qualifications

• Bachelor’s degree preferred; 3+ years in the RIA industry with custodian and client‑facing service experience.
• Proficiency in using Salesforce or a similar CRM system.
• Strong problem-solving skills and ability to work independently in resolving client issues.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.
• Take ownership of client issues and follow through until fully resolved.
• Handle communications between custodians, operations, advisors, and clients.
• Provide comprehensive operational support including account activity, maintenance, and paperwork requests.

Skills

CRM proficiency

Communication skills

Time management

Collaboration

Education

Bachelor’s degree

Tools

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Specialist in Pittsburgh with a strong service mindset to support advisory teams and clients. You will act as the primary contact for operational requests, coordinate with custodians, and ensure timely execution of tasks in a fast-paced, hybrid work environment.

The role requires excellent communication, CRM proficiency (Salesforce), and the ability to manage multiple requests while maintaining a high level of accuracy and empathy for clients.