Remote Client Growth & Onboarding Specialist

LE0123 Focus Partners Wealth LLC; Utah; Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking a Client Development Specialist to join our team in a fully remote role. You will engage with high-net-worth individuals, understand their goals, and connect them with our wealth advisory team, driving a seamless prospect-to-client journey.

In a fast-paced, outcome-driven environment, you’ll manage inbound and outbound outreach, guide onboarding, coordinate cross-team workflows, and track progress using CRM tools.

Qualifications

• 3+ years of professional experience, preferably in financial services or a client-facing role.
• Bachelor’s degree required.
• Strong track record of achieving results and driving outcomes.
• Excellent communication skills with the ability to engage and build trust across diverse audiences.
• Persuasive and confident in influencing decisions.
• Highly organized with the ability to manage multiple priorities and workflows.
• Proactive, resilient, and committed to continuous learning and improvement.
• Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus.

Responsibilities

• Engage high-net-worth investors and communicate Focus Partners' value to schedule meetings with advisory teams.
• Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage.
• Own and enhance outreach strategies to improve conversion and client experience.
• Lead the client onboarding process, coordinating data collection and cross-team workflows.
• Track pipeline activity, onboarding progress, and communications using CRM and internal tools.
• Partner with wealth advisors and client service teams to ensure smooth client transitions.
• Identify and implement process improvements to increase efficiency and client satisfaction.
• Contribute to a collaborative, performance-driven team environment and support team development when needed.

Skills

3+ years experience

Client-facing

Sales/relationship skills

CRM proficiency

Strong communication

Organization

Resilience/learning

Salesforce

Education

Bachelor’s degree

Tools

Salesforce

Job description

Focus Partners is seeking a Client Development Specialist to join our team in a fully remote role. You will engage with high-net-worth individuals, understand their goals, and connect them with our wealth advisory team, driving a seamless prospect-to-client journey.

In a fast-paced, outcome-driven environment, you’ll manage inbound and outbound outreach, guide onboarding, coordinate cross-team workflows, and track progress using CRM tools.