Hybrid Wealth Client Services Specialist
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-08-13
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Bilingual, CRM Systems & Management
Job Description & How to Apply Below
Focus Partners Wealth is seeking a Client Service Specialist to join our team in the Santa Rosa area. You will be the go-to contact for advisory teams and clients, delivering solutions-oriented service and ensuring timely execution of requests.
You’ll collaborate across Client Service and other departments, manage multiple requests via email, Teams, phone and CRM, and use Salesforce to keep accurate, up-to-date case records. The role emphasizes teamwork, detail, and high-touch client care.
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