Client Service Specialist

Position Summary

Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.


• 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.


• Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.


• Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.


• Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.


• Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

• Bachelor’s Degree with 1+ years relevant experience (including internships).


• Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.


• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred. 


• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.


• Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.


• Strong interest in financial planning and investments, with a desire to grow and develop in the role.

An eagerness to work toward professional accreditations.

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$75,000.  Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package.

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

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