Remote Client Service Advisor — Pacific Time
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-31
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Focus Partners
Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Customer Service Rep, Technical Support, CRM System
Job Description & How to Apply Below
Focus Partners Wealth, a trusted wealth management firm, is seeking a remote Client Service Specialist to support RIAs and clients across the United States. You will deliver accurate, timely service with a one-contact resolution mindset and manage advisor and client requests via email, Microsoft Teams, phone, and CRM platforms.
You will collaborate with internal teams, use Salesforce daily, and provide training support to newer teammates while maintaining high attention to detail and empathy for
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