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Client Service Associate at Focus Financial Partners - ApplyBlast

Client Service Associate

Focus Financial Partners

4 months ago

4.0 on Glassdoor

Kansas City, Missouri, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

Prairie Capital is seeking a detail‑oriented, client‑focused professional to serve as the primary point of contact for client inquiries, manage account‑related requests, and support advisors in delivering exceptional service. The role involves handling communications across multiple channels, processing transactions, coordinating account activities, and maintaining client records, with a requirement to obtain a Series 65 license within the first year.

Responsibilities

Serve as primary point of contact for client inquiries
Process transactions and ensure regulatory compliance
Coordinate account openings, transfers, and money movements

Skills

Qualifications

Bachelor's degree in Finance, Business, or related fieldSeries 65 licenseInsurance license

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.