Client Service Specialist
Focus Partners Wealth(1 day ago)
About this role
A Client Service Specialist at Focus Partners Wealth serves as the primary client-facing operations contact within the wealth management firm, supporting advisory teams and their clients. The role involves coordinating with custodians and internal partners to ensure a streamlined service experience and tracking client cases in CRM. This is a hybrid, non-exempt role at a registered investment advisor.
Required Skills
- Client Service
- Salesforce
- Custodians
- Communication
- Problem Solving
- Time Management
- Detail Orientation
- Collaboration
- Account Maintenance
- Documentation
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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