Client Service Specialist
Focus Partners Wealth
About this role
Focus Partners Wealth is looking for a Client Service Specialist to provide exceptional operational support and client service in a dynamic, team-focused environment. The role involves managing client requests, coordinating with internal teams and custodians, and utilizing CRM systems to ensure a high-quality service experience.
Skills
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.
Recent company news
WealthManagement.comFocus Partners Wealth Rolling Out New Advisor, Client Portal
Nov 17, 2025
Private Banker InternationalFocus Partners Wealth to buy Los Angeles’ Churchill Management
May 30, 2025
Family Wealth ReportNathanson’s Sudden Exit As Focus CEO Surprises – And Puzzles – RIA Industry
Dec 16, 2025
CitywireFocus Partners Wealth buys $2.4bn Sonora Investment Management
Oct 20, 2025
InvestmentNewsFocus Partners Wealth to acquire David Wealth Management, marking second deal since rebrand
Jun 25, 2025
About Focus Partners Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
Salary
$60k – $80k
per year