Focus Financial Partners

Financial Services

ClientServiceAssociate

$60–70k Massachusetts, United States Remote Friendly
The Brief

“Client Service Associate at Focus Financial Partners. Skills: Client service, Operational support, Financial planning. Deliver accurate, timely service. Serve as primary liaison”

What You'll Achieve.

Deliver accurate, timely service; One-contact resolution mindset; Ensure work is completed accurately and thoughtfully

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving skills

What They're Looking For.

Must Have

Bachelor's Degree with 1+ years relevant experience, Proficiency in Microsoft Office applications, Clear and effective written and verbal communication skills, Ability to manage multiple priorities

Nice to Have

Salesforce experience preferred, interest in financial planning and investments

What You'll Do.

Serve as primary liaison

Provide end-to-end operational support

Manage and prioritize requests

proactive communication

Ensure precision and consistency

Coordinate tax return assembly

Manage and track notices

How You'll Work.

Team & Collaboration

Partner closely with Wealth Advisors; Serve as primary liaison among custodians, operations team, advisors, and clients; Communicate & coordinate with clients, advisors, and internal teams

Communication Scope

Clear and effective written and verbal communication skills; Maintain clear, proactive communication

Process & Methodology

Manage multiple timelines, Manage and prioritize multiple advisor and client requests

Free ATS check

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