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Hybrid Client Services & Operations Specialist
Job in
Farmington Hill, Tioga County, Pennsylvania, USA
Listed on 2026-01-01
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-01-01
Job specializations:
-
Business
Client Relationship Manager -
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A leading fiduciary wealth management firm is seeking a Client Service Specialist to provide exceptional service and support to advisory teams and clients. Responsibilities include resolving client issues, managing communications, and utilizing CRM systems like Salesforce. The ideal candidate has 3+ years of experience in the RIA industry, strong problem-solving skills, and the ability to thrive in a collaborative team environment.
This role offers a hybrid work model and an annual base pay range of $60,000 to $65,000.
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