Client Experience Specialist - Advisory Ops & CRM
Listed on 2026-10-06
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Customer Service/HelpDesk
CRM Systems & Management, Customer Service Rep, HelpDesk/Support, Customer Success Management
Focus Partners is seeking a Client Service Specialist to join our team. You will be the go-to resource for all operational and service requests, delivering solutions-oriented service to advisers and clients with a one-contact resolution mindset.
This non-exempt role offers a hybrid work schedule, requiring three days in the office per week with up to two remote days. You will use Salesforce daily to manage cases and collaborate across teams to ensure a seamless client experience.
This role, Client Experience Specialist
- Advisory Ops & CRM at Talentify, could be your next move.
We are looking to fill the Client Experience Specialist
- Advisory Ops & CRM position at Talentify in Houston, TX, United States.
The Client Experience Specialist
- Advisory Ops & CRM role at Talentify is now open for applications in Houston, TX, United States.
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