Client Experience Specialist; Hybrid
Listed on 2026-10-17
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Customer Service/HelpDesk
Banking & Finance -
Finance & Banking
Banking & Finance
Focus Partners seeks a Client Service Specialist to provide exceptional operational service to advisory teams and clients. The role emphasizes owning client issues, coordinating with custodians, and delivering timely, solution-oriented support in a hybrid work setting with 3 days in office per week.
The position requires 3+ years in RIA client service, CRM proficiency, and strong teamwork. Compensation includes base salary with potential bonuses and full benefits.
We invite applications for the Client Experience Specialist (Hybrid) position located in Portland, OR, United States.
Learn more about the Client Experience Specialist (Hybrid) role in the description above.
We appreciate your interest in this position.
Join LE0123 Focus Partners Wealth LLC and contribute to our ongoing work.
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