Client Service Specialist

Focus Partners Wealth(11 days ago)

HybridFull TimeJunior$65,000 - $75,000Wealth Management / Client Service

About this role

Focus Partners Wealth is hiring a Client Service Specialist to support client relationships and operational needs within their institutional team. The role involves serving as the primary contact for various client requests, managing multiple communication channels, and ensuring accurate and timely service delivery.

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Required Skills

Microsoft Office
Salesforce
Customer Service
Financial Transactions
Time Management
Communication
Problem Solving
Fiduciary
Asset Transfers
Client Relations

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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