Referral Channel Specialist
Focus Partners Wealth(13 days ago)
About this role
Focus Partners Wealth is looking for a Referral Channel Specialist to support their client onboarding and referral processes. The role involves working closely with financial advisors and clients to ensure a smooth onboarding experience, utilizing Salesforce and building strong partnerships within their financial network.
Required Skills
- Salesforce
- CRM
- Communication
- Organization
- Problem Solving
- Attention to Detail
- Microsoft Suite
- Client Onboarding
- Relationship Building
- Finance
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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