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Wealth Client Services Specialist; Hybrid
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2025-12-30
Listing for:
Focus Financial Partners
Full Time
position Listed on 2025-12-30
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
CRM System
Job Description & How to Apply Below
A leading financial services firm in Denver, Colorado is looking for a Client Service Specialist. This role involves providing exceptional service to clients and advisory teams, managing operational requests, and utilizing CRM systems like Salesforce. Candidates should have over 3 years of client-facing experience in the RIA industry and strong organizational skills. The firm supports a hybrid work model and offers a salary range of $61,000–$76,000, based on experience and qualifications.
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