Client Service Associate
Focus Partners Wealth(21 hours ago)
About this role
Focus Partners Wealth is looking for a Client Service Associate to assist with client service tasks, supporting wealth advisors and client service specialists. The role involves coordinating client information, managing administrative tasks, and supporting operational processes in a hybrid work environment.
Required Skills
- Client Service
- Microsoft Office
- Report Preparation
- Client Management
- Data Entry
- Compliance
- Time Management
- Communication
- Problem Solving
- Teamwork
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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