Focus Financial Partners
Financial Services
ClientServiceAssociate
“Client Service Associate at Focus Financial Partners. Skills: client relationship management, operational support, communication, accuracy. Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset. taking full ownership of issues through final resolution”
What You'll Achieve.
one-contact resolution mindset; ensure work is completed accurately and thoughtfully; pride in getting the details right
Industry & Context.
problem-solving skills
What They're Looking For.
Must Have
1+ years relevant experience (including internships), self-initiated follow-through, time management, problem-solving skills, consistent accuracy and care, Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, proven ability to learn other software and technology, Clear and effective written and verbal communication skills, Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions, Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively, interest in financial planning and investments, desire to grow and develop in the role
Nice to Have
Salesforce experience
What You'll Do.
timely service to advisors and clients with a “one-contact resolution” mindset
taking full ownership of issues through final resolution
Serve as the primary liaison among custodians
providing end-to-end operational support including account openings
required documentation
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
providing timely updates
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; working both independently and collaboratively; collaborative team
Communication Scope
Clear and effective written and verbal communication skills; Maintain clear, proactive communication with advisors and clients; providing timely updates; managing expectations
Process & Methodology
manage multiple timelines
Applying for this Client Service Associate role?
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ANONYMOUS · UNFILTERED
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