About this role
Client Service Specialist at Focus Financial Partners. Location: Needham, Massachusetts, United States. Role: delivering service, managing requests, resolving issues Requirements: 3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity, Pershing), Salesforce proficiency, strong problem-solving, multitasking, and excellent client communication skills. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Microsoft Teams, DocuSign Commitment: Full Time Workplace: Hybrid Languages: English