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Wealth Client Services Specialist; Hybrid
Remote / Online - Candidates ideally in
Cockeysville, Baltimore City, Maryland, 21030, USA
Listed on 2026-05-23
Cockeysville, Baltimore City, Maryland, 21030, USA
Listing for:
Focus Partners Wealth
Full Time, Remote/Work from Home
position Listed on 2026-05-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Focus Partners Wealth is looking for a Client Service Associate to enhance financial planning efforts. This role involves partnering with Wealth Advisors to strengthen client relationships, manage requests, and ensure accurate service delivery.
The position offers a hybrid work model, combining in-office and remote work. Ideal candidates are detail-oriented, strong communicators, and passionate about financial planning.
Competitive benefits include medical and dental coverage, life insurance, and a 401(k) plan after successful completion of the probation period.
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