Wealth Client Services Specialist - Hybrid
Remote / Online - Candidates ideally in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-03
Colorado Springs, El Paso County, Colorado, 80509, USA
Listing for:
Socket.dev
Full Time, Remote/Work from Home
position Listed on 2026-08-03
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, HelpDesk/Support
Job Description & How to Apply Below
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 operational requests, and ensuring timely execution of all tasks.
You will work closely with custodians and internal teams, utilizing Salesforce to manage client cases and maintain up-to-date documentation. A hybrid schedule is available with in-office and remote work options.
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