Client Service Associate

Focus Partners Wealth(12 hours ago)

HybridFull TimeJunior$65,000 - $75,000Wealth Management

About this role

A Client Service Associate at Focus Partners Wealth is a member of the Wealth Management team who helps ensure an exceptional client experience across advisory relationships. The role supports multiple wealth advisory teams and coordinates with custodians, compliance, and internal partners. The position is offered on a hybrid schedule.

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Required Skills

Client Onboarding
Account Maintenance
Portfolio Accounting
Reporting
Communication
Excel
Compliance
CRM
DocuSign
Time Management

Qualifications

Bachelor's Degree

About Focus Partners Wealth

focusfinancialpartners.com

Focus 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.