Hybrid Client Service Specialist (Wealth Management)

Talentify; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 65,000; Full time

Job summary

Focus Partners in Pittsburgh is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests, using Salesforce to manage cases and collaborating across custodians and internal teams.

The role emphasizes empathy, attention to detail, and a high-touch client experience. The position offers a hybrid schedule (3 days in office, 2 remote) and a base pay range of $60,000–$65,000, with potential bonuses

Qualifications

• Bachelor's degree preferred; relevant experience in the RIA industry is valued.
• Experience with custodians and client-facing service is beneficial.
• Proficiency with Salesforce or a similar CRM system is expected.
• Strong information processing, organization, and independence in work.

Responsibilities

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

Skills

CRM proficiency

Problem solving

Time management

Multitasking

Teamwork

Technical aptitude

Adaptability

Education

Bachelor's degree preferred

3+ years RIA experience

Tools

Salesforce

Job description

Focus Partners in Pittsburgh is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests, using Salesforce to manage cases and collaborating across custodians and internal teams.

The role emphasizes empathy, attention to detail, and a high-touch client experience. The position offers a hybrid schedule (3 days in office, 2 remote) and a base pay range of $60,000–$65,000, with potential bonuses