Client Service Specialist - Bellevue

Only for registered members Bellevue, United States

2 weeks ago

Default job background
$65,000 - $75,000 (USD)

Job summary

Focus Partners Wealth is seeking a Client Service Specialist to join our team.
The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.
This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.

Responsibilities

  • Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset.

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