Client Service Associate
Focus Partners Wealth(4 months ago)
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.
Required Skills
- Client Service
- Account Management
- Communication
- Organizational Skills
- Problem Solving
- Financial Software
- Relationship Building
- Attention to Detail
- Time Management
- Microsoft Office
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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