About this role
Client Service Specialist at Focus Partners Wealth. Location: Santa Rosa, California, United States. Role: delivering service, managing requests, resolving issues Requirements: 3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity); proficiency with Salesforce/CRM and Microsoft Teams; strong communication, problem-solving, organization, and ability to manage multiple requests. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Microsoft Teams Commitment: Full Time Workplace: Hybrid Languages: English