Client Service Specialist
Focus Partners Wealth(2 months ago)
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.
Required Skills
- CRM
- Client Service
- Organization
- Communication
- Problem Solving
- Financial Services
- Account Management
- Customer Support
- Teamwork
- Multi-tasking
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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