Client Service Associate
Focus Partners Wealth(1 month ago)
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.
Required Skills
- Meeting Follow-Up
- Performance Reporting
- RMD Management
- Custodian Paperwork
- Client Maintenance
- Salesforce
- Orion
- Microsoft Office
- Multitasking
- Compliance Knowledge
+2 more
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Focus Partners Wealth
Similar Jobs
Client Relationship Manager
Farther(1 month ago)
Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent Advisor(3 years ago)
Planning Coordinator
D.A. Davidson(25 days ago)
Client Appointment Setter – Travel & Hospitality (Remote)
Destination Knot(1 month ago)
Client Service Associate (Financial Services)
Hennion & Walsh, Inc.(8 days ago)
Investment Operations
Kestra Financial Independent Advisor(2 years ago)