Client Service Specialist

Focus Financial Partners•Atlanta, GA

12d•$75,000 - $80,000•Hybrid

About The Position

Focus Partners is seeking a Client Service Specialist who is passionate about serving clients and delivering exceptional, solutions-oriented service to advisory teams and clients. The specialist serves as a primary contact and resource for operational and service requests, taking ownership and overseeing their timely resolution. The role is part of a dynamic team and requires close teamwork and daily collaboration across Client Service and the broader organization. The position provides operational support for matters such as monetary requests, account openings, account maintenance, and paperwork. The specialist manages a steady flow of requests across multiple communication channels, works with custodians and internal departments to resolve complex issues, and keeps advisors and clients informed. The role also uses a CRM to document and monitor cases, supports teammates and new team members, and builds trusted relationships through personalized interactions. The role follows a hybrid schedule: three days per week in the office and the option to work remotely two days per week, or as assigned by the team leader. It is a non-exempt position. The stated annualized base salary range is $75,000–$80,000; actual pay may vary based on experience, expertise, work 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).

Requirements

At least 3 years of experience in the RIA industry with custodian and client-facing service experience.
Extensive knowledge of industry basics and back-office processes, including Charles Schwab and Fidelity custodians.
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 in a fast-paced, dynamic, high-volume organization.
Ability to work collaboratively and foster an inclusive team culture.
Openness to innovative approaches and ability to adapt quickly to new methods.
Comfort using technology and multitasking across web-based platforms and applications.

Responsibilities

Deliver accurate and timely daily service to advisors and clients with a one-contact-resolution mindset.
Own client issues and follow through until they are fully resolved.
Handle communications between custodians and Operations, advisors, and clients.
Provide operational support for monetary requests, 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.
Resolve diverse and complex operational issues by 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 Salesforce or another CRM to manage and monitor client cases and maintain accurate, current documentation and case progress.
Keep advisors and clients informed with timely responses and proactive updates on service requests.
Process requests and transactions accurately and ensure client and advisor communications are error-free.
Contribute to a positive team environment, provide training support to new team members, and provide advisory-team coverage for colleagues.
Build trust and strong working relationships with advisors, clients, and Client Service teammates through personalized interactions.