Client Service Specialist
Focus Partners Wealth(9 days ago)
About this role
Focus Partners Wealth is seeking a Client Service Specialist to support the firm’s financial planning team by managing client requests, operational support, and service needs. The role emphasizes delivering accurate and timely service to clients and advisors while maintaining clear communication and a high level of accuracy.
Required Skills
- Microsoft Office
- Excel
- PowerPoint
- Salesforce
- Account Management
- Client Service
- Finance Support
- Communication
- Time Management
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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