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Client Service Specialist at Focus Partners Wealth - ApplyBlast

Client Service Specialist

Focus Partners Wealth

6 months ago

4.0 on Glassdoor

Atlanta, GA

Hybrid

Full Time

Junior

0 applicants

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About this role

A Client Service Specialist at Focus Partners Wealth provides exceptional service to clients and advisory teams, managing operational requests, acting as a primary contact, and ensuring timely resolution of issues. The role involves close collaboration with internal teams and custodians to deliver streamlined service and maintain accurate documentation.

Skills

Qualifications

3+ years in RIA industryCustodian experience (Charles Schwab, Fidelity)Salesforce proficiencyFast learnerStrong problem-solving skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

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.