Hybrid Client Service Manager

Focus Partners Wealth; Needham, Northern (MA, KY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical & Dental benefits

Vision Insurance

401(k) plan

Job summary

Focus Partners Wealth is seeking a Manager, Client Service in Needham, MA. The role blends hands-on leadership with people management to deliver exceptional service to advisors and clients.

You will lead a team, resolve complex issues, and drive improvements across operations, platform integration, and custodial partnerships. A client-centric, proactive leader will thrive in this hybrid role.

Qualifications

• 5+ years in the financial services industry with at least 3 years in the RIA space.
• Demonstrated leadership and ability to guide a client service team.
• Proven track record resolving complex or escalated service issues.
• Strong coaching, communication, and relationship-management skills.
• Experience with back-office practices and custodial platforms (Schwab, Fidelity).
• Proficiency with CRM and workflow tools such as Salesforce, Orion, Pontera.

Responsibilities

• Direct daily Client Service activities, ensuring coverage and service levels.
• Lead and develop a geographically dispersed Client Service team; provide coaching.
• Monitor service metrics, manage capacity, and optimize workflows.
• Collaborate with Operations, Platform, Compliance and other internal teams.
• Represent Client Service in firm initiatives and cross-functional projects.

Skills

Leadership

Client Service

Communication

Relationship Management

Mentoring

Problem Solving

Tools

Salesforce

Orion

Pontera

Charles Schwab

Fidelity

Job description

Focus Partners Wealth is seeking a Manager, Client Service in Needham, MA. The role blends hands-on leadership with people management to deliver exceptional service to advisors and clients.

You will lead a team, resolve complex issues, and drive improvements across operations, platform integration, and custodial partnerships. A client-centric, proactive leader will thrive in this hybrid role.