Remote Client Service Specialist - Wealth Advisory
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-06-23
San Diego, San Diego County, California, 92189, USA
Listing for:
Focus Partners Wealth
Remote/Work from Home
position Listed on 2026-06-23
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager, HelpDesk/Support, Technical Support
Job Description & How to Apply Below
Focus Partners Wealth, located in Los Angeles, CA, seeks a Client Service Specialist who provides exemplary service to clients and advisors. In this remote position, candidates should be located in the Pacific Time Zone. Responsibilities include client issue resolution, operational support, and effective communication across various platforms.
The position entails using Salesforce to manage client cases and requires a minimum of 3 years in the RIA industry with strong problem-solving skills. Focus Partners Wealth offers competitive pay and a comprehensive benefits package.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×