Client Experience Specialist - Wealth Management
Job in
Andover, Essex County, Massachusetts, 05544, USA
Listed on 2026-08-30
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-08-30
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Client Relationship Management
Job Description & How to Apply Below
Focus Partners seeks a dedicated client service professional to deliver accurate and timely support to advisors and clients, embracing a one-contact resolution mindset and owning issues through resolution. You will coordinate with custodians such as Schwab and Fidelity, utilize Salesforce CRM, and multitask across email, Teams, phone, and portals to meet SLAs while maintaining strong client relationships.
A Bachelor’s degree and 3+ years in the RIA back office/service are preferred; this is a
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