Client Service Associate
Focus Partners Wealth is seeking a Client Service Associate to join their growing team. In this role, you will support and strengthen client relationships by serving as the primary point of contact for operational and service needs, while ensuring accurate and timely service delivery.
Responsibilities
- Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution
- Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests
- Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs
- Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service
- Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations
- Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment
Skills
- Bachelor's Degree with 1+ years relevant experience (including internships)
- Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care
- Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology
- Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions
- Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively
- Strong interest in financial planning and investments, with a desire to grow and develop in the role
- Salesforce experience preferred
Benefits
- An annual cash bonus
- A comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
- Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader
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