Focus Financial Partners
Financial Services
ClientServiceAssociate
“Client Service Associate at Focus Financial Partners. Skills: Client service, Financial planning, Operational support. Deliver accurate, timely service. Take full ownership of issues”
What You'll Achieve.
One-contact resolution mindset
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
1+ years relevant experience, Bachelor's Degree
Nice to Have
Salesforce experience preferred
What You'll Do.
Take full ownership of issues
Serve as primary liaison
Provide end-to-end operational support
Manage and prioritize requests
proactive communication
Ensure precision and consistency
How You'll Work.
Team & Collaboration
Partner with Wealth Advisors; Work with team
Communication Scope
Written communication; Verbal communication
Applying for this Client Service Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Focus Financial Partners?
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