Client Service Specialist
Focus Partners Wealth(17 days ago)
About this role
Focus Partners Wealth is hiring a Client Service Specialist to support their Boston-based team. The role involves working closely with wealth advisors and clients to manage operational and service requests, ensuring accuracy, responsiveness, and excellent client experience. It offers a hybrid work schedule and opportunities for professional growth within a financial services environment.
Required Skills
- Excel
- Outlook
- PowerPoint
- Salesforce
- Communication
- Time Management
- Client Relations
- Financial Services
- Operations
- Problem Solving
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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