Focus Partners Wealth
Financial Services
ClientServiceAssociate
“Client Service Associate at Focus Partners Wealth. Skills: Client service, Operational support, Relationship management. Deliver accurate, timely service. Take 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, CFA charterholder preferred
What You'll Do.
Take ownership of issues
Serve as primary liaison
Provide end-to-end operational support
Process account openings
Process account maintenance
Process asset transfers
Process money movement
Process required documentation
Follow through on requests
Act as advocate for clients
Manage and prioritize requests
Provide excellent service
proactive communication
Provide timely updates
Ensure precision in processing
Ensure consistency in processing
How You'll Work.
Team & Collaboration
Partner with Wealth Advisors; Work with operations team
Communication Scope
Written communication; Verbal communication
Process & Methodology
Time management, Manage multiple timelines
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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