Client Service Associate
Focus Partners Wealth(18 days ago)
About this role
Focus Partners Wealth is looking for a Client Service Associate to support their wealth management team. The role involves assisting with client account services, onboarding, account maintenance, and communication, helping to ensure an exceptional experience for clients.
Required Skills
- Client Service
- Account Management
- Financial Reporting
- Account Onboarding
- Communication
- Microsoft Office
- Portfolio Management
- Customer Support
- Data Entry
- CRM
About Focus Partners Wealth
focuspartners.comFocus 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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