Drive the growth of the ETF platform by building consultative relationships with RIAs, family offices, and wealth management firms. Partner with leadership to refine market positioning and educate advisors on evidence-based portfolio implementation.
Focus Financial Partners
2 Remote Job Openings at Focus Financial Partners
Client Service Associate
Focus Financial Partners
·
Full Time
·
2 months ago
Focus Financial Partners
Serve as the primary point of contact for client inquiries and provide operational support for financial advisors. Manage account openings, process transactions, and maintain accurate client records in CRM systems.
