Client Service Specialist

Focus Partners Wealth

Client Service Specialist providing operational support and resolving client issues for Focus Partners Wealth. Requires 3+ years RIA experience and proficiency in Salesforce.

Posted 6/18/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Deliver accurate and timely service to advisors and clients
Take ownership of client issues and work towards prompt resolution
Handle communications between custodians and Operations with advisors or clients
Provide comprehensive operational support to clients
Act as a strong advocate for clients with empathy
Prioritize and manage multiple requests simultaneously
Effectively handle a steady flow of diverse requests
Collaborate with internal teams for cohesive experience
Utilize CRM platforms like Salesforce to manage cases
Maintain clear communications with advisors and clients
Demonstrate care and empathy to help advisors and clients
High attention to detail for accurate processing
Contribute to a positive team environment and provide training support

Requirements

What you’ll need

3+ years in the RIA industry with custodian and client-facing service experience
Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
Proficiency in using Salesforce or a similar CRM system
Fast learner with excellent information processing and organizational skills
Strong problem-solving skills and ability to think critically
Flexibility and adaptability to work in a dynamic environment
Work well in a team environment
Must be comfortable using technology and daily multi-tasking

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client-facing serviceback-office processesproblem-solvinginformation processingorganizational skills

Soft Skills

empathyattention to detailflexibilityadaptabilityteam collaboration