Remote Client & Onboarding Specialist
Millcreek, Salt Lake County, Utah, USA
Listed on 2026-10-09
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Customer Service/HelpDesk
Focus Partners is seeking a Client Development Specialist to join our team in a fully remote role. You will engage with high-net-worth individuals, understand their goals, and connect them with our wealth advisory team, driving a seamless prospect-to-client journey.
In a fast-paced, outcome-driven environment, you’ll manage inbound and outbound outreach, guide onboarding, coordinate cross-team workflows, and track progress using CRM tools.
Are you ready to take on the Remote Client Growth & Onboarding Specialist role at LE0123 Focus Partners Wealth LLC?
We are seeking a motivated Remote Client Growth & Onboarding Specialist to join LE0123 Focus Partners Wealth LLC in UT, United States.
Consider building your career as a Remote Client Growth & Onboarding Specialist at LE0123 Focus Partners Wealth LLC.
The Remote Client Growth & Onboarding Specialist position in the Sales field is open for applications.
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