Client Service Specialist
Focus Partners Wealth(11 days ago)
About this role
Focus Partners Wealth is hiring a Client Service Specialist who is dedicated to delivering exceptional operational and client support in a dynamic financial services environment. The role emphasizes teamwork, communication, and problem-solving to ensure a cohesive client experience.
Required Skills
- CRM
- Salesforce
- Client Service
- Operations
- Communication
- Financial Services
- Account Management
- Problem Solving
- Time Management
- 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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