Client Service Specialist
Focus Partners Wealth(1 month ago)
About this role
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.
Required Skills
- Client Service
- CRM
- Salesforce
- Communication
- Time Management
- Problem Solving
- Operations
- Custodian Knowledge
- Account Maintenance
- Multitasking
+2 more
About Focus Partners Wealth
focusfinancialpartners.comFocus 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.
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