Hybrid Wealth Client Service Specialist

LE0123 Focus Partners Wealth LLC; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Focus Partners Wealth is seeking a Client Service Specialist to join our team. The role focuses on delivering solutions-oriented service to advisory teams and clients, acting as the primary contact for all operational requests and ensuring timely execution.

Hybrid work is available with three in-office days per week; the successful candidate will collaborate across Client Service and the organization, maintain CRM records, and advocate for clients with empathy and meticulous attention to detail.

Qualifications

• Bachelor's Degree and 3+ years in the RIA industry with custodian and client-facing service experience.
• Experience with custodians like Charles Schwab and Fidelity.
• Proficiency in Salesforce or a similar CRM system.
• Strong organizational and information-processing skills.
• Ability to work independently in a fast-paced, client-focused environment.

Responsibilities

• Deliver accurate and timely service to advisers and clients with a ‘one contact resolution’ mindset.
• Own client issues and drive prompt resolution to full closure.
• Coordinate communications between custodians, operations, advisers, and clients.
• Provide operational support including requests for monetary actions, account openings, maintenance, and paperwork.
• Act as advocate for clients with empathy and understanding of their needs.
• Manage multiple requests across channels while meeting SLAs.
• Collaborate with internal teams to research inquiries and respond for a cohesive client experience.
• Maintain CRM case documentation and progress updates.

Skills

Customer service

CRM experience

Problem solving

Organization

Education

Bachelor's degree

Tools

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Specialist to join our team. The role focuses on delivering solutions-oriented service to advisory teams and clients, acting as the primary contact for all operational requests and ensuring timely execution.

Hybrid work is available with three in-office days per week; the successful candidate will collaborate across Client Service and the organization, maintain CRM records, and advocate for clients with empathy and meticulous attention to detail.