Job Summary

• The Client Service Specialist is responsible for delivering solutions-oriented service to advisory teams and clients, acting as the primary contact for all operational and service requests.
• This role partners closely with custodians and internal teams to provide an accurate and streamlined service and operations experience, requiring excellent client communication and organizational skills.
• Focus provides team members the flexibility to work a hybrid schedule, with 3 days in office and 2 days remote per week.

Matching Summary

Salary

Base: $60,000-$80,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, 401(k)

Skills & Requirements

Key Requirements

• 3+ years in RIA industry
• custodian and client-facing service experience
• knowledge of industry basics and back-office processes
• proficiency in Salesforce or similar CRM
• fast learner with excellent information processing
• strong problem-solving skills
• work well independently and collaboratively

Work Rights