Hybrid Client Services & Operations Specialist

Focus Financial Partners; Portland (OR); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Focus Partners in Portland, OR, seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests, ensuring timely execution and high client satisfaction.

This role supports a hybrid work model with 3 days in office and up to 2 remote days per week, collaborating closely with internal teams to resolve issues and improve client experiences.

Qualifications

• Demonstrates strong customer service skills and client focus.
• Excellent verbal and written communication abilities.
• Comfort with coordinating multiple requests and prioritizing tasks.

Responsibilities

• Deliver accurate, timely service daily to advisors and clients with a one contact resolution mindset.
• Take ownership of client issues and drive prompt resolution until fully resolved.
• Manage communications between custodians, Operations, advisors, and clients.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple advisor and client requests across email, Teams, phone and CRM, meeting SLAs.
• Collaborate with custodian partners and internal teams to resolve issues and provide solutions.
• Research and respond to inquiries for a cohesive advisor and client experience.
• Use Salesforce to manage client cases with up-to-date documentation.
• Maintain clear, proactive communications on progress and updates.
• Demonstrate high attention to detail in processing client requests and transactions.

Skills

Customer Service

Communication

Time Management

Problem Solving

Tools

Salesforce

MS Teams

Job description

Focus Partners in Portland, OR, seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests, ensuring timely execution and high client satisfaction.

This role supports a hybrid work model with 3 days in office and up to 2 remote days per week, collaborating closely with internal teams to resolve issues and improve client experiences.