Focus Partners in the United States is seeking a Client Development Specialist for a fully remote role. You will engage with high-net-worth individuals, introduce tailored solutions, and connect them with our wealth advisor team to foster strong client relationships.
In this role you will manage digitally sourced opportunities, lead onboarding, and coordinate with cross-team workflows. A successful candidate has 3+ years in financial services, a Bachelor's degree, and experience with Salesforce
#J-18808-LjbffrRemote Wealth Client Development Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.