Focus Financial Partners
Wealth Management
ClientServiceAssociate
“Client Service Associate at Focus Financial Partners. Skills: Client service, Operational support, Relationship management. Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset. Take full ownership of issues through final resolution”
What You'll Achieve.
Ensure work is completed accurately and thoughtfully; Pride in getting the details right; One-contact resolution mindset
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
1+ years relevant experience (including internships), Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, Clear and effective written and verbal communication skills, Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively, interest in financial planning and investments, with a desire to grow and develop in the role
Nice to Have
Salesforce experience preferred
What You'll Do.
timely service to advisors and clients with a “one-contact resolution” mindset
Take full ownership of issues through final resolution
Serve as the primary liaison among custodians
Provide end-to-end operational support including account openings
required documentation
and proactive follow-through on client- and advisor-initiated requests
Manage and prioritize multiple advisor and client requests across email
proactive communication with advisors and clients
Provide timely updates and managing expectations
Ensure precision and consistency in processing requests and transactions
How You'll Work.
Team & Collaboration
Partner closely with Wealth Advisors to support and strengthen client relationships; Serve as the primary liaison among custodians, the operations team, advisors, and clients; Work both independently and collaboratively
Communication Scope
Clear and effective written and verbal communication skills; Maintain clear, proactive communication with advisors and clients; Providing timely updates
Process & Methodology
Manage multiple timelines, Manage and prioritize multiple advisor and client requests
Applying for this Client Service Associate role?
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