Wealth Client Services Specialist

Focus Partners Wealth; Boston (MA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks a Client Service Associate to support wealth advisors and strengthen client relationships. You will own requests end-to-end, ensuring accuracy and clear communication across channels, in a team-focused, collaborative environment.

The role supports a hybrid work model: 3 days in office per week with up to 2 remote days, and opportunities to grow within the team.

Qualifications

• Bachelor’s Degree with 1+ years relevant experience (including internships).
• Strong follow-through, time management, and problem-solving with accuracy and care.
• Proficiency in Microsoft Office: Outlook, Word, Excel, PowerPoint; ability to learn other software.
• Salesforce experience preferred.
• Clear and effective written and verbal communication skills.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset and end-to-end ownership of requests.
• Serve as primary liaison among custodians, operations, advisors, and clients for account openings, transfers, and documentation.
• Manage multiple advisor and client requests across email, Teams, phone, and Salesforce with proactive updates.

Skills

Communication skills

Time management

Problem-solving

Attention to detail

Teamwork

Education

Bachelor’s Degree

Tools

Salesforce

Outlook

Word

Excel

PowerPoint

Job description

Focus Partners Wealth seeks a Client Service Associate to support wealth advisors and strengthen client relationships. You will own requests end-to-end, ensuring accuracy and clear communication across channels, in a team-focused, collaborative environment.

The role supports a hybrid work model: 3 days in office per week with up to 2 remote days, and opportunities to grow within the team.