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Client Service Associate at Focus Financial Partners - ApplyBlast

Client Service Associate

Focus Financial Partners

3 months ago

4.0 on Glassdoor

Dallas, Texas, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

Prairie Capital is seeking a detail‑oriented Client Service Associate to support advisors and sophisticated high‑net‑worth clients. The role involves providing investment analysis, wealth transfer planning support, family office administration, and day‑to‑day client service in a hybrid office/remote setting.

Responsibilities

Provide investment analysis and portfolio performance reporting
Coordinate wealth transfer and estate planning support for high‑net‑worth clients
Manage family office operations including cash flow, trust distributions, and risk management

Skills

Qualifications

Bachelor's degree in Accounting, Finance, Economics, Business or related fieldCPACFA

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

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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.