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Client Service Associate at Focus Financial Partners - ApplyBlast

Client Service Associate

Focus Financial Partners

8 months ago

4.0 on Glassdoor

Atlanta, GA

Hybrid

Full Time

Junior

1 applicant

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About this role

The Client Service Associate at Focus Partners Wealth is a member of the Wealth Management organization who helps ensure a high-quality client experience across advisory teams. The role supports client-facing and operational functions within the firm and participates in a hybrid work model. It contributes to maintaining accurate client records and supporting the broader advisory process.

Skills

Qualifications

Bachelor's Degree

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

View Profile

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.