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Hybrid Wealth Client Service Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: LE0123 Focus Partners Wealth LLC
Full Time position
Listed on 2026-08-13
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Service Rep, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: New York

Focus Partners Wealth is seeking a Client Service Specialist to join our team. The role focuses on delivering solutions-oriented service to advisory teams and clients, acting as the primary contact for all operational requests and ensuring timely execution.

Hybrid work is available with three in-office days per week; the successful candidate will collaborate across Client Service and the organization, maintain CRM records, and advocate for clients with empathy and meticulous attention to detail.

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