Client Service Associate

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points.

• Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.

• Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas.

• Drafting and processing correspondence to clients and communicating with clients by telephone and email.

• Assisting in tax season, e.g., sending account statements to CPAs and clients.

• Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients.

• Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.

• Assist with the generation and delivery of ad hoc reports.

• Assist people in the office with DocuSign letters.

Qualifications

• 1+ years relevant experience (including internships).

• Strong attention to detail, communication, problem-solving, and analytical skills.

• Ability to multi-task under pressure, work independently, and work in a team.

• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.

• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.

• Excellent written and verbal communication skills.

• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

• Moderate understanding of investment products and investment operations is desired.

• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.

• Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

The annualized base pay range for this role is expected to be between $65,000-$75,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.