Client Service Specialist
Focus Partners Wealth(13 days ago)
About this role
Focus Partners Wealth is hiring a Client Service Specialist to provide exceptional operational and client service support within a wealth management environment. The role involves managing client interactions, coordinating with custodians and internal teams, and utilizing CRM tools to ensure smooth and timely service delivery.
Required Skills
- CRM
- Salesforce
- Client Service
- Operational Support
- Communication
- Organization
- Problem Solving
- Multitasking
- Financial Services
- Teamwork
About Focus Partners Wealth
focuspartners.comFocus 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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