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Client Service Associate at Focus Financial Partners - ApplyBlast

Client Service Associate

Focus Financial Partners

10 months ago

4.0 on Glassdoor

Needham, MA

Hybrid

Full Time

Junior

1 applicant

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About this role

The Client Service Associate at Focus Partners Wealth supports wealth advisors and Client Service Specialists by assisting with client service tasks and ensuring smooth client operations. The role contributes to maintaining client data, coordinating client reviews, and supporting firm processes while adhering to compliance policies. The position follows a hybrid schedule with a combination of in-office and remote work.

Skills

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

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Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.