Client Service Associate
Focus Partners Wealth is seeking a Client Service Associate to join their growing team, which takes a comprehensive approach to financial planning. The role involves supporting Wealth Advisors to strengthen client relationships and managing operational and service needs effectively.
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
- Annual cash bonus
- Comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
- Flexibility to work a hybrid schedule
- 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
Company Overview