Wealth Client Experience Specialist

Focus Partners Wealth; New York (NY); Hybrid; USD 75,000 - 90,000; Full time

Job summary

Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care.

The role blends teamwork with independent work across CRM and back-office processes. The position offers a hybrid schedule (3 days in office, 2 remote) in New York, with a base pay range of $75,000–$90,000 and potential bonus and benefits.

Qualifications

• Bachelor's degree and 3+ years in the RIA industry with custodian and client-facing service experience.
• Experience with custodians (Charles Schwab and Fidelity).
• Proficiency in Salesforce or a similar CRM.

Responsibilities

• Provide daily operational support to advisors and clients and resolve issues.
• Communicate with custodians and operations to fulfill requests.
• Handle multiple requests via email, Teams, phone, and CRM.
• Maintain accurate client case documentation in CRM and update advisors.

Skills

Communication

Time management

Adaptability

Empathy

CRM proficiency

Education

Bachelor's Degree

Tools

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care.

The role blends teamwork with independent work across CRM and back-office processes. The position offers a hybrid schedule (3 days in office, 2 remote) in New York, with a base pay range of $75,000–$90,000 and potential bonus and benefits.