Client Service Associate
The Client Service Associate at Focus Partners Wealth plays a pivotal role in delivering personalized financial planning services aligned with clients' goals and long-term priorities. This position involves close collaboration with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. Focus Partners Wealth is a division of Focus Financial Partners, a leading financial services firm offering integrated wealth management, family office, and business management services.
Key responsibilities include delivering accurate and timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution. The associate will serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support such as account openings, maintenance, asset transfers, money movement, and required documentation. Managing and prioritizing multiple advisor and client requests across various communication channels while maintaining clear, proactive communication is essential.
Candidates should possess a Bachelor's Degree with at least one year of relevant experience, including internships. Strong self-initiated follow-through, time management, and problem-solving skills are crucial, along with proficiency in Microsoft Office applications and the ability to learn other software and technology; Salesforce experience is preferred. Clear and effective written and verbal communication skills, sound judgment, and discretion when handling sensitive client information are also required.
The annualized base salary for this non-exempt position ranges from $60,000 to $65,000, with actual pay varying based on factors such as experience, expertise, and geographic location. The compensation package includes an annual cash bonus and a comprehensive benefits package, encompassing medical, dental, vision, life insurance, and a 401(k) plan.
Focus Financial Partners fosters a collaborative and client-first 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 and dynamic environment.