Client Service Specialist

Focus Financial Partners•Portland, OR

12d•$70,000 - $75,000•Hybrid

About The Position

Focus Partners is seeking a Client Service Specialist who is passionate about serving clients and providing exceptional service. The specialist delivers solutions-oriented operational and service support to advisory teams and clients, serving as a primary contact for requests and overseeing their timely execution. The role involves close teamwork and daily collaboration with colleagues across Client Service and the wider organization. The position follows a hybrid schedule: three days per week in the office, with the option to work remotely two days per week or as assigned by the team leader. This is a non-exempt position. The expected annualized base salary range is $70,000–$75,000; actual pay may vary based on factors such as experience, expertise, geographic location, and skills. Other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k). Focus Partners provides wealth, asset, and business management resources, personalized wealth planning, and research-backed investment strategies to clients in all 50 states. It is part of Focus, a financial services firm providing wealth management, family office, and business management services.

Requirements

At least 3 years of experience in the RIA industry, including custodian and client-facing service experience.
Extensive knowledge of industry fundamentals and back-office processes, including experience with custodians such as Charles Schwab and Fidelity.
Proficiency with Salesforce or a similar CRM system.
Strong information-processing and organizational skills, including the ability to absorb, organize, and recall information from multiple sources and communication methods.
Strong problem-solving and critical-thinking skills, with the ability to work independently to resolve client issues.
Ability to adapt and work effectively in a fast-paced, dynamic, high-volume organization focused on collaboration and client service.
Ability to work well in a team and foster a collaborative, inclusive work culture.
Openness to innovative approaches and ability to adapt quickly to new methods.
Comfort using technology and multitasking across multiple web-based platforms and applications.

Responsibilities

Deliver accurate and timely service to advisors and clients with a one-contact-resolution mindset.
Take ownership of client issues, pursue prompt resolution, and follow through until each matter is fully resolved.
Handle communications between custodians and Operations, advisors, and clients.
Provide operational support for requests such as monetary transactions, account openings, account maintenance, and paperwork.
Prioritize and manage multiple requests across email, Microsoft Teams, phone, and CRM or portal channels while meeting service-level agreements and managing expectations.
Address a steady flow of diverse requests and complex operational issues by coordinating with custodian partners and internal departments, gathering information, escalating and tracking issues, proposing solutions, and communicating updates.
Collaborate with internal teams to research and respond to inquiries while balancing advocacy for internal and external partners.
Use CRM platforms such as Salesforce to manage and monitor client cases and maintain accurate, up-to-date documentation and case progress.
Communicate clearly and frequently with advisors and clients, providing timely responses and proactive updates on requests.
Process client requests, transactions, and communications accurately and with attention to detail.
Contribute to a positive team environment, support training for new team members, and provide advisory team coverage for colleagues.
Build trust and strong working relationships with advisors, clients, and Client Service colleagues through personalized interactions.