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Remote Client Service Specialist - Wealth Advisory

Focus Partners Wealth

San Diego, CA
  • Remote job

Focus Partners Wealth, located in Los Angeles, CA, seeks a Client Service Specialist who provides exemplary service to clients and advisors. In this remote position, candidates should be located in the Pacific Time Zone. Responsibilities include client issue resolution, operational support, and effective communication across various platforms. The position entails using Salesforce to manage client cases and requires a minimum of 3 years in the RIA industry with strong problem-solving skills. Focus Partners Wealth offers competitive pay and a comprehensive benefits package. #J-18808-Ljbffr Focus Partners Wealth

Vacancy posted 3 days ago
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