Focus Partners Wealth
Finance / FinServ
ClientServiceAssociate
“Client Service Associate at Focus Partners Wealth. Skills: Client Service, Operational Support, Communication. Deliver accurate, timely service. Serve as primary liaison”
What You'll Achieve.
One-contact resolution mindset; Ensure work is completed accurately and thoughtfully; Recognizing the importance of accuracy
Industry & Context.
Problem-solving skills; Take ownership of issues through final resolution
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 in a fast-paced environment
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
Document organization
Communicate receipt and delivery
Submit electronic tax filings
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
Applying for this Client Service Associate role?
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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
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