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Client Service Associate at Focus Financial Partners - ApplyBlast

Client Service Associate

Focus Financial Partners

5 months ago

4.0 on Glassdoor

Bethesda, MD

Hybrid

Full Time

Junior

0 applicants

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About this role

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.

Responsibilities

Deliver accurate, timely service to advisors and clients with a ‘one-contact resolution’ mindset, taking full ownership of issues through final resolution
Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests
Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs
Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service
Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations

Skills

Qualifications

Bachelor’s Degree with 1+ years relevant experience (including internships)Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and careProficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferredClear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactionsAbility to manage multiple priorities in a fast-paced environment while working both independently and collaboratively

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

View Profile

Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.