Client Service Specialist
Focus Partners Wealth
About this role
Focus Partners Wealth is seeking a Client Service Specialist to provide exceptional service to advisory teams and clients. The role involves managing operational requests, collaborating with internal teams, and utilizing CRM systems to ensure timely and accurate service delivery.
Skills
Qualifications
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
St. Louis MagazineSt. Louis Business 500: Q&A with Adam Birenbaum, Focus Partners Wealth
2 weeks ago
Wealth ManagementFocus 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
www.connectmoney.comFocus Partners Wealth Acquires $239M David Wealth Management
Jun 30, 2025
InvestmentNewsKovitz veteran steps into CIO role after Focus Partners Wealth integration
1 month ago
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
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View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
Salary
$65k – $75k
per year