Client Service Associate

Overview Focus Partners Wealth is seeking a Client Service Associate to join our growing team. The role supports a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities. 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. This position suits someone who prioritizes accuracy, communicates clearly, and is eager to grow within a collaborative team. 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. Advocate for clients by 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 delivering 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 2+ years of industry-related experience. Strong self-initiative, time management, and problem-solving skills, with consistent accuracy and care. Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and the ability to learn other software; Salesforce experience preferred. Clear and effective written and verbal communication skills; demonstrates sound judgment and discretion with 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 and Benefits This is a non-exempt position. The annual base pay range is $65,000–$70,000, with actual base pay varying based on experience, location, and skill set. Total compensation may include an annual bonus and a comprehensive benefits package (medical, dental, vision, life insurance, 401(k)). The job title may change based on experience and education. Note: The information provided reflects typical compensation and benefits and is subject to change. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their needs. For more information, visit the official site at or follow Focus on LinkedIn. Focus is an equal opportunity employer. Employment decisions are based on skillset and merit, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or other protected characteristics. Reasonable accommodations are provided for applicants and employees with disabilities. For accommodation requests in the application process, please contact View email address on click.appcast.io. #J-18808-Ljbffr