Client Service Specialist
Focus Partners Wealth(21 days ago)
About this role
Focus Partners Wealth is looking for a Client Service Specialist to provide exceptional operational support and service to advisory teams and clients. The role involves handling customer inquiries, managing multiple requests, and collaborating with internal teams to ensure a seamless client experience. The position emphasizes teamwork, attention to detail, and client advocacy.
Required Skills
- CRM
- Customer Service
- Microsoft Teams
- Account Opening
- Problem Solving
- Communication
- Organization
- Client Relations
- Financial Services
- Fidelity
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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