Client Service Specialist

Focus Financial Partners • West Hartford, CT

3h • $65,000 - $75,000 • Hybrid

About The Position

Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to delivering customized advice aligned with each institution’s goals and long-term priorities.
In this role, you will partner closely with the Institutional Team to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Requirements

• 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, Adobe, 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 finance and investing, with a desire to grow and develop in the role.

Nice To Haves

• Salesforce, Morningstar and Fidelity Wealthscape experience preferred.

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, investment managers, and institutional team members and clients, providing end-to-end operational support including printing and binding meeting materials, monitoring of supplies, scheduling client meetings and communicating upcoming meeting dates with the institutional team, prepare advisor meeting packets for upcoming meetings, filing meeting sheets and materials, 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 the institutional team 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level