Service Specialist
Focus Partners Wealth(26 days ago)
About this role
The Service Specialist role involves providing solutions-oriented service to financial advisors, managing account setups, maintenance, billing, and supporting operational requests. It requires teamwork, attention to detail, and continuous learning, with a hybrid work schedule.
Required Skills
- Client Service
- Account Management
- Financial Services
- Envestnet Platform
- Communication
- Attention to Detail
- Teamwork
- Billing
- Investment Models
- Customer Support
Qualifications
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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