Client Service & Operations Specialist (Hybrid
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-08-13
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-08-13
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management, HelpDesk/Support
Job Description & How to Apply Below
Focus Partners Wealth is seeking a Client Service Specialist to join our team. This role delivers solutions-oriented service to advisory teams and clients, acting as the primary contact for operational requests and ensuring timely execution.
The position supports a hybrid work model (3 days in office per week) with potential remote options. Minimum 3+ years in the RIA industry and experience with custodians, plus Salesforce proficiency, are required.
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