Client Service Specialist

Focus Partners Wealth is seeking a Client Service Specialist to join their growing Boston-based team. In this role, you will support Wealth Advisors and strengthen client relationships by managing operational and service needs, ensuring requests are handled accurately and thoughtfully. 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 Skills 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 Salesforce experience preferred Benefits Medical Dental Vision Life insurance 401(k) Annual cash bonus Company Overview Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is