Hybrid Client Experience Specialist
Listed on 2026-10-17
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Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, Banking & Finance
Focus Partners is seeking a Client Service Specialist in Portland, Oregon. The role focuses on delivering exceptional service to advisors and clients, acting as the primary contact for operational requests, and ensuring timely execution across teams.
The position offers a hybrid schedule with in-office and remote days. Ideal candidates have 3+ years in the RIA industry with custodian experience, proficiency with Salesforce, and strong organization and communication skills.
We are currently recruiting a Hybrid Client Experience Specialist for our team in Portland, OR, United States.
We are looking to fill the Hybrid Client Experience Specialist position at Focus Partners in Portland, OR, United States.
The Hybrid Client Experience Specialist role at Focus Partners is now open for applications in Portland, OR, United States.
Join us at Focus Partners as our next Hybrid Client Experience Specialist in Portland, OR, United States.
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