Customer Service Officers

Primary Responsibilities Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset. Handle all communications between the custodians and Operations with advisors or clients. Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations. Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications. Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members. Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.
Qualifications Bachelor's degree preferred; 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. Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).
Company Overview Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. com or follow the company on LinkedIn. #LI-SA1 Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn.
EEO Statement Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io Notices The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a reserve component. I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
And we’re building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Canada, and Australia- deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. That’s why we invest in our people, support their growth and create meaningful opportunities for development at every stage of their careers.

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