Client Service Specialist
Focus Partners Wealth(19 hours ago)
About this role
Focus Partners Wealth is looking for a Client Service Specialist to provide exceptional operational and service support to clients and advisory teams. The role involves managing client requests, collaborating with internal teams, and utilizing CRM systems to ensure a seamless client experience.
Required Skills
- CRM
- Customer Service
- Organization
- Problem Solving
- Communication
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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