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Client Service Associate at Focus Partners Wealth - ApplyBlast

Client Service Associate

Focus Partners Wealth

1 month ago

4.0 on Glassdoor

Chicago, Illinois, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

Focus Partners is seeking a Client Service Associate to join its growing team, partnering closely with Wealth Advisors to support and strengthen client relationships. This role serves as the primary point of contact for operational and service needs, taking ownership of requests from start to finish while ensuring accuracy and thoughtful execution. The position offers a hybrid work schedule with three days required in the Chicago, Illinois office.

Responsibilities

Serve as primary liaison for account openings, maintenance, and asset transfers
Manage multiple advisor and client requests across email, phone, and Salesforce
Deliver accurate operational support and ensure precision in financial transactions

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.