Wealth Client Experience Specialist; Hybrid
Listed on 2026-10-11
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
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
For the Wealth Client Experience Specialist (Hybrid) position at Focus Partners Wealth, we are reviewing applications now.
The Wealth Client Experience Specialist (Hybrid) role at Focus Partners Wealth is now open for applications in Atlanta, GA, United States.
Join us at Focus Partners Wealth as our next Wealth Client Experience Specialist (Hybrid) in Atlanta, GA, United States.
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