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 Focus Partners teams to provide an accurate and streamlined service and operations experience.
• Focus provides team members the flexibility to work a hybrid schedule, with 3 days in office work required per week.

Matching Summary

Salary

Base: $47,000 - $55,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

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
• Excellent information processing and organizational skills
• Strong problem-solving skills
• Comfortable using technology and multi-tasking

Work Rights