Client Service Specialist
Focus Partners Wealth
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.
Skills
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.
Recent company news
St. Louis MagazineSt. Louis Business 500: Q&A with Adam Birenbaum, Focus Partners Wealth
2 weeks ago
Wealth ManagementFocus Partners Wealth Rolling Out New Advisor, Client Portal
Nov 17, 2025
Private Banker InternationalFocus Partners Wealth to buy Los Angeles’ Churchill Management
May 30, 2025
www.connectmoney.comFocus Partners Wealth Acquires $239M David Wealth Management
Jun 30, 2025
InvestmentNewsKovitz veteran steps into CIO role after Focus Partners Wealth integration
1 month ago
About Focus Partners Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
Salary
$70k – $75k
per year