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© All Rights Reserved. ApplyBlast.com
Focus Financial Partners
The Client Service Specialist at Focus Partners Wealth serves as the primary operational and service contact for advisors and clients, ensuring accurate and timely resolution of service requests. The role partners closely with custodians and internal teams and uses CRM platforms like Salesforce to manage and track client cases. It requires strong ownership, communication, adaptability, and the ability to work in a fast-paced, high-volume environment under a hybrid schedule.
Headquarters
St. Louis, Missouri, United States
Company Size
51-200 employees
Founded
2006
Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Focus Financial Partners.
Focus Partners Wealth Acquires $239M David Wealth Management
Jun 30, 2025
