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© All Rights Reserved. ApplyBlast.com
Focus Partners Wealth
The Client Service Associate supports Wealth Advisors and Client Service Specialists by managing client service tasks, including performance reviews, RMD projects, and custodian paperwork. The role involves maintaining client records in Salesforce and Orion, ensuring compliance with operational policies, and collaborating with internal teams in a fast-paced environment. This hybrid position requires strong attention to detail, proficiency in Microsoft Office, and a foundational interest in financial planning.
Headquarters
Clayton, Missouri, United States
Company Size
201-500 employees
Founded
1986
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
Right around the average for this role
Focus Partners Wealth Acquires $239M David Wealth Management
Jun 30, 2025
