Wealth Client Experience Specialist (Hybrid)

Focus Partners; Needham (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Hybrid work model

Job summary

Focus Partners is looking for a Client Service Specialist in Needham, MA, focused on delivering exceptional service to clients and advisory teams. The role requires strong problem-solving skills, effective communication, and experience in the RIA industry. Responsibilities include managing operational requests and collaborating with teams to enhance the client experience. This position offers a hybrid work model, requiring three days in the office and two days remote. The expected annual salary is between $70,000 and $80,000, depending on experience.

Qualifications

• 3+ years of client-facing service experience in the RIA industry.
• Proficient in using Salesforce or similar CRM systems.
• Strong problem-solving and critical thinking abilities.
• Ability to manage multiple requests and timelines effectively.

Responsibilities

• Deliver accurate and timely service to advisors and clients.
• Manage communications between custodians and clients.
• Prioritize multiple requests from advisors and clients.
• Collaborate with internal teams for a cohesive experience.

Skills

Client-facing service experience

Problem-solving skills

Organizational skills

Communication skills

Knowledge of custodians

Salesforce proficiency

Education

3+ years in the RIA industry

Tools

Salesforce

Job description

Focus Partners is looking for a Client Service Specialist in Needham, MA, focused on delivering exceptional service to clients and advisory teams. The role requires strong problem-solving skills, effective communication, and experience in the RIA industry. Responsibilities include managing operational requests and collaborating with teams to enhance the client experience. This position offers a hybrid work model, requiring three days in the office and two days remote. The expected annual salary is between $70,000 and $80,000, depending on experience.