Client Service Associate
Focus Partners Wealth(7 days ago)
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.
Required Skills
- Client Onboarding
- Account Maintenance
- Portfolio Reporting
- Microsoft Office
- Excel
- Communication
- Compliance
- CRM
- Data Entry
- DocuSign
+1 more
Qualifications
- Bachelor's Degree
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.
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