Client Service Specialist
Focus Partners Wealth is seeking a Client Service Specialist to join our growing team. This role offers an exciting opportunity to collaborate with a team dedicated to delivering personalized financial planning advice aligned with each client's goals and long-term priorities. The Client Service Specialist will work closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs.
Key responsibilities include delivering accurate, timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution. The specialist will serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests. Additionally, the role involves managing and prioritizing multiple advisor and client requests across various communication channels while maintaining clear, proactive communication to provide timely updates and manage expectations.
The ideal candidate will have 3+ years of experience in the Registered Investment Advisor (RIA) industry with custodian and client-facing service experience. Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care, are essential. Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and the ability to learn other software and technology are required. Salesforce experience is preferred. Clear and effective written and verbal communication skills, sound judgment, and discretion when handling sensitive client information and financial transactions are also important. The candidate should be able to manage multiple priorities in a fast-paced environment while working both independently and collaboratively, with a strong interest in financial planning and investments and a desire to grow and develop in the role.
This position offers an annualized base salary range of $70,000 to $72,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).