Focus Partners Wealth · 13 hours ago
Client Service Specialist
Boston, MA
Full-time
Hybrid
Entry Level
$70K/yr - $75K/yr
1+ years expFocus Partners Wealth is seeking a Client Service Specialist to join their growing Boston-based team. This role involves partnering closely with Wealth Advisors to support client relationships and manage operational service needs effectively.
ConsultingFinancial Services
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
Qualification
Required
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
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
Preferred
Salesforce experience preferred
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Chief Diversity Officer
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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