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Client Service Specialist at Focus Partners Wealth - ApplyBlast

Client Service Specialist

Focus Partners Wealth

5 months ago

4.0 on Glassdoor

Remote

Full Time

Junior

18 applicants

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About this role

A Client Service Specialist at Focus Partners Wealth provides exceptional service to advisors and clients, ensuring timely resolution of issues, managing communications, and delivering comprehensive operational support. The role involves maintaining strong client relationships, utilizing CRM platforms, and supporting both internal and external stakeholders.

Skills

Qualifications

3+ years in the RIA industryExtensive knowledge of custodians (Charles Schwab and Fidelity)Proficiency in Salesforce or similar CRM system

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.