Manager, Client Service
Focus Partners Wealth(8 days ago)
About this role
Focus Partners Wealth is seeking a Manager, Client Service to oversee the delivery of top-quality client service and manage a team of professionals. The role involves operational leadership, people management, and collaboration with advisors, internal teams, and custodial partners to ensure excellent service standards.
Required Skills
- Client Service
- Team Leadership
- Escalation Management
- CRM Tools
- Financial Industry
- Customer Support
- Operational Management
- Relationship Management
- Workflow Tools
- Fidelity
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.
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