Client Service Lead

Focus Partners Wealth(29 days ago)

HybridFull TimeSenior$80,000 - $85,000Client Service

About this role

The Client Service Lead serves as the primary operational and service contact for advisors and clients, delivering timely, solutions-oriented support and partnering with custodians and internal teams. The role focuses on ensuring accurate execution of account openings, maintenance, transactions, and documentation while managing fluctuating work volumes and maintaining high standards of client experience. The position operates within a hybrid work model and requires strong communication, ownership, and the ability to work independently and with distributed teams.

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Required Skills

Client Service
Case Management
Account Operations
Monetary Transactions
Paperwork Processing
Client Advocacy
Multi-Tasking
Salesforce
Custodian Liaison
Cross-Functional

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About Focus Partners Wealth

focusfinancialpartners.com

Focus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.