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Client Service Associate at Focus Partners Wealth - ApplyBlast

Client Service Associate

Focus Partners Wealth

7 months ago

4.0 on Glassdoor

Needham, MA

Hybrid

Full Time

Junior

0 applicants

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About this role

Focus Partners Wealth is hiring a Client Service Associate to support client relationships by managing operational requests, coordinating with advisors, and providing excellent service in a collaborative, hybrid work environment.

Skills

Qualifications

Bachelor’s Degree

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.