Client Service Associate

Focus Partners Wealth is seeking a Client Service Associate to join their growing team, offering personalized financial planning advice. The role involves supporting Wealth Advisors by managing client relationships and operational needs, 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

• Annual cash bonus
• Comprehensive benefits package
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

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