Remote Client Service Advisor Pacific Time

Focus Partners Wealth, a trusted wealth management firm, is seeking a remote Client Service Specialist to support RIAs and clients across the United States. You will deliver accurate, timely service with a one-contact resolution mindset and manage advisor and client requests via email, Microsoft Teams, phone, and CRM platforms.

You will collaborate with internal teams, use Salesforce daily, and provide training support to newer teammates while maintaining high attention to detail and empathy for