Client Service Associate

Focus Partners Wealth(27 days ago)

HybridFull TimeJunior$50,000 - $55,000Wealth Management

About this role

Focus Partners Wealth is hiring a Client Service Associate to support the wealth management team by handling account-related services, client communications, and administrative tasks. The role involves working in a hybrid schedule, providing essential support for a high-quality client experience in a financial services setting.

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Required Skills

Excel
Customer Service
Account Management
Financial Reporting
Microsoft Office

Qualifications

Bachelor’s degree

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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