Hybrid Client Service Specialist – Wealth Advisory
Remote / Online - Candidates ideally in
Farmington Hills, Oakland County, Michigan, USA
Listed on 2026-03-04
Farmington Hills, Oakland County, Michigan, USA
Listing for:
Focus Partners Wealth
Full Time, Remote/Work from Home
position Listed on 2026-03-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm located in Farmington Hills, Michigan, is seeking a Client Service Specialist to deliver exceptional service to clients and advisory teams. Candidates should have over 3 years of experience in the RIA industry and possess strong client communication and problem-solving skills. The role involves managing client requests using Salesforce and requires the ability to work flexibly in a hybrid model, balancing in-office and remote work, while ensuring high-quality service delivery.
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