About this role
Client Service Specialist at Focus Partners Wealth. Location: St. Louis, Missouri, United States. Role: delivering service, managing requests, collaborating teams Requirements: 3+ years RIA industry client-facing service experience with custodians; proficiency with Salesforce and Microsoft Teams; strong communication, problem-solving, organization, and multi-tasking skills. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Microsoft Teams Commitment: Full Time Workplace: Hybrid Languages: English