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Hybrid Client Service Specialist, Wealth Advisory

Remote / Online - Candidates ideally in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listing for: Remote Jobs
Full Time, Remote/Work from Home position
Listed on 2026-10-11
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 62000 - 68000 USD Yearly USD 62000.00 68000.00 YEAR
Job Description & How to Apply Below

Focus Partners is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests and ensure timely execution.

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days. Proficiency with Salesforce, strong communication, and teamwork are essential to manage multiple requests and maintain SLAs across channels.

This position is for the Hybrid Client Service Specialist, Wealth Advisory role at Remote Jobs.

Consider building your career as a Hybrid Client Service Specialist, Wealth Advisory at Remote Jobs.

The Hybrid Client Service Specialist, Wealth Advisory position in the Sales field is open for applications.

We have an opening for a Hybrid Client Service Specialist, Wealth Advisory in Colorado Springs, CO, United States within Sales.

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