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