Client Success Specialist — CRM & Operations
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-07
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-09-07
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Client Relationship Management
Job Description & How to Apply Below
Focus Partners Wealth is seeking a Client Service Specialist to deliver exceptional service to advisory teams and clients. You’ll be the go-to contact for operational requests and ensure timely execution, collaborating across teams in a hybrid work model.
The role emphasizes accuracy, proactive communication, and strong CRM usage to track client cases and provide solutions that meet client expectations and regulatory standards.
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