Client Development Specialist

1 hour, 34 minutes ago
Full-time
Mid Level
Sales and Business Development
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Engage high-net-worth investors and communicate Focus Partners Wealth’s value to schedule meetings with advisory teams.
  • Manage inbound, marketing-generated pre-qualified leads with urgency and a fast response time.
  • Own and improve outreach strategies to increase conversion and enhance the client experience.
  • Lead the client onboarding process, including coordinating data collection and cross-team workflows.
  • Track pipeline activity, onboarding progress, and communications using CRM and internal tools.
  • Partner with wealth advisors and client service teams to ensure smooth client transitions.
  • Identify and implement process improvements to improve efficiency and client satisfaction.
  • Contribute to a collaborative, performance-driven team environment and support team development when needed.

Requirements

  • 3+ years of professional experience, preferably in financial services or a client-facing role.
  • Bachelor’s degree required.
  • Strong track record of achieving results and driving outcomes.
  • Excellent communication skills with the ability to engage and build trust across diverse audiences.
  • Persuasive and confident in influencing decisions.
  • Highly organized with the ability to manage multiple priorities and workflows.
  • Proactive, resilient, and committed to continuous learning and improvement.
  • Strong proficiency with Salesforce or similar platforms; experience configuring workflows is a bonus.
  • Adaptable team player comfortable in fast-paced, evolving environments with a strategic mindset and commitment to excellence.

Benefits

  • Annualized base pay range of $75,000 to $85,000 per year.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) plan.

Interested in this position?

Apply directly on the company website

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