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Client Success & Operations Specialist (Hybrid
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-08-14
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-08-14
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Customer Service Rep
Job Description & How to Apply Below
Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the go-to contact for operational requests, ensuring timely execution and high-touch support across the organization.
The role requires teamwork, strong communication, and proficiency with Salesforce. This hybrid position offers three days in-office weekly and two remote days, with a comprehensive benefits package and potential annual bonus.
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