Client Service Specialist

Focus Partners Wealth(11 days ago)

HybridFull TimeJunior$65,000 - $75,000Client Service / Operations

About this role

Focus Partners Wealth is seeking a Client Service Specialist to join their team in providing operational and service support to clients and advisors. The role involves managing multiple client requests, ensuring accuracy, and supporting the institutional team to strengthen client relationships. It offers a hybrid work schedule and opportunities for professional growth in a collaborative environment.

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Required Skills

Customer Service
Operations Support
Microsoft Office
Salesforce
Financial Transactions
Communication
Time Management
Client Relations
Problem Solving
Fiduciary

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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