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Client Service Associate at Focus Partners Wealth - ApplyBlast

Client Service Associate

Focus Partners Wealth

1 year ago

4.0 on Glassdoor

Chicago, IL

Hybrid

Full Time

Medior

0 applicants

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About this role

Focus Partners Wealth is seeking a Client Service Associate to support senior wealth advisors and clients through account management, communication, and problem-solving. The role emphasizes client relationship management, accuracy, efficiency, and delivering a high-quality service experience. It offers a hybrid work schedule and involves collaboration with various internal and external stakeholders.

Skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

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.