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Client Service Specialist at Focus Partners Wealth - ApplyBlast

Client Service Specialist

Focus Partners Wealth

10 months ago

4.0 on Glassdoor

Denver, CO

Hybrid

Full Time

Medior

0 applicants

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About this role

Focus Partners Wealth is hiring a Client Service Specialist to provide exceptional operational support to clients and advisory teams. The role involves managing client requests, using CRM systems, and collaborating with internal and external partners to ensure a seamless client experience. It offers flexible hybrid work arrangements and an opportunity to be part of a client-focused financial services firm.

Skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

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.