Client Service Specialist

Focus Partners Wealth(7 days ago)

HybridFull TimeMedior$58,000 - $68,000Client Service

About this role

Focus Partners Wealth is hiring a Client Service Specialist to provide exceptional operational and client support within the wealth management industry. The role involves managing client requests, collaborating with internal and external teams, and using CRM systems to ensure smooth service delivery.

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Required Skills

CRM
Client Service
Operational Support
Microsoft Teams
Account Management
Fidelity
Charles Schwab
Problem Solving
Communication
Organization

About Focus Partners Wealth

focuspartners.com

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.

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