Service Specialist
Focus Partners Wealth(6 days ago)
About this role
The Service Specialist supports independent financial advisors by ensuring accurate execution of operational and service requests on the Envestnet platform. The role is part of the Advisor Services team at a registered investment advisory firm and contributes to maintaining client-facing documentation and processes. The position operates on a hybrid schedule with on-site presence required three days per week.
Required Skills
- Client Service
- Account Setup
- Billing Updates
- Investment Models
- Document Management
- Issue Resolution
- Prioritization
- Communication
- Reporting
- Platform Knowledge
+1 more
Qualifications
- Bachelor's Degree
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
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