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Client Service Associate at Focus Partners Wealth - ApplyBlast

Client Service Associate

Focus Partners Wealth

25 days ago

4.0 on Glassdoor

Stamford, Connecticut, United States

Onsite

Full Time

Junior

0 applicants

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About this role

NorthCoast Asset Management is seeking a Client Service Associate to join their team in Stamford, Connecticut. This fully in-office role reports to the Senior Director of Operations and collaborates closely with the marketing and operations teams. The position focuses on managing client paperwork, maintaining CRM systems, and resolving operational issues to support the firm's investment management services.

Responsibilities

Manage and submit client paperwork to custodians
Enter and maintain client information in CRM and portfolio systems
Troubleshoot and resolve client account and operational issues

Skills

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.