Client Experience Specialist - Wealth Management
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
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
We would love to welcome a new Client Experience Specialist
- Wealth Management to our team in Andover, MA, United States.
For the Client Experience Specialist
- Wealth Management position at Focus Partners Wealth, we are reviewing applications now.
Step into the Client Experience Specialist
- Wealth Management role at Focus Partners Wealth in Andover, MA, United States and grow with us.
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