Client Service Associate
The Client Service Associate at Focus Partners Wealth plays a pivotal role in delivering comprehensive financial planning services tailored to each client's unique goals and long-term priorities. This position involves close collaboration with Wealth Advisors to strengthen client relationships and ensure a seamless service experience. Focus Financial Partners is a leading financial services firm that combines deep expertise and expansive resources with a client-first fiduciary philosophy, assisting individuals, families, and institutions in navigating complex financial situations with personalized solutions.
Key responsibilities include serving as the primary liaison among custodians, the operations team, advisors, and clients, managing account openings, maintenance, asset transfers, and money movements. The associate is expected to handle client- and advisor-initiated requests with precision, maintain clear and proactive communication, and ensure accuracy in processing transactions within a fiduciary environment.
Candidates should possess a Bachelor's Degree with at least one year of relevant experience, including internships. Essential skills include strong self-initiated follow-through, time management, problem-solving abilities, and proficiency in Microsoft Office applications. Experience with Salesforce is preferred. Effective written and verbal communication skills, sound judgment, and discretion when handling sensitive client information are also crucial. The role requires the ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
The position offers an annual base salary ranging from $55,000 to $60,000, with potential for an annual cash bonus. A comprehensive benefits package is provided, including medical, dental, vision, life insurance, and a 401(k) plan. Focus Financial Partners supports a hybrid work model, requiring three days of in-office work per week, with the option to work remotely for two days.
Focus Financial Partners fosters a collaborative and client-centric culture, emphasizing teamwork, excellence, integrity, and execution. The firm values resourceful thinking and responsiveness to the needs of clients, team members, and communities. Joining Focus offers opportunities for professional growth within a supportive environment that prioritizes both client success and employee development.