Client Service Associate

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team. The Client Service Associate role offers an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long‑term priorities. In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. Focus provides team members the flexibility to work a hybrid schedule: 3 days in‑office per week, with the option to work remotely 2 days per week, or as assigned by a team leader. Primary 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. Qualifications Bachelor’s Degree with 1+ years of 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; proven ability to learn other software and technology. Salesforce experience preferred. 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. Compensation & Benefits This is a non‑exempt position. The annualized base pay range for this role is expected to be between $55,000 and $65,000. Actual base pay may vary based on experience, expertise, geographic location, and applicant skill set. Base pay is one component of the total compensation package; additional rewards may include an annual cash bonus and a comprehensive benefits package that includes medical, dental, vision, life insurance, and 401(k) eligibility. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristic. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If accommodation is needed to participate in the application or interview process, to perform essential job functions, or to receive other employment benefits, please contact View email address on click.appcast.io. #J-18808-Ljbffr