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Wealth Client Experience Specialist (Hybrid
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-14
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-08-14
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management -
Finance & Banking
Job Description & How to Apply Below
Focus Partners Wealth in Atlanta seeks a Client Service Specialist to deliver accurate, timely service to advisors and clients with a one-contact resolution mindset. You will own client issues end-to-end, coordinate with custodians and operations, and manage account opening and paperwork requests across channels to meet SLAs.
The role requires teamwork across Client Service, familiarity with CRM platforms like Salesforce, and a high attention to detail in processing transactions, with a hybrid
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