Client Service Associate

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients goals and long-term priorities.

In this role you will partner closely with Wealth Advisors to support and strengthen client relationships serving as the primary point of contact for operational and service needs. Youll take ownership of requests from start to finish manage multiple timelines and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right communicates clearly and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week while giving team members the option to work remotely 2 day per week or as assigned by their team leader.

Primary Responsibilities

• Deliver accurate 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 the operations team advisors and clients providing end-to-end operational support including account openings maintenance asset transfers money movement required documentation and proactive follow-through on client- and advisor-initiated requests.
• Act as a strong advocate for our clients demonstrating empathy and understanding of their requests and needs.
• Manage and prioritize multiple advisor and client requests across email Microsoft Teams phone and Salesforce while providing excellent service.
• Maintain clear proactive communication with advisors and clients providing timely updates and managing expectations.
• Ensure precision and consistency in processing requests and transactions recognizing the importance of accuracy in a fiduciary environment.
• Coordinate tax return assembly & delivery (certified mailings FedEx UPS encrypted links/emails & Docusign).
• Responsible for overall document organization including scanning and storage both physical & within department management system.
• Communicate & coordinate receipt and delivery of tax organizers incoming/outgoing data returns tax payments & bills with clients advisors and internal teams.
• Submit electronic tax filings and track acceptances.
• Manage and track notices included state and local tax notices.

Qualifications:

• Bachelors Degree with 1 years relevant experience (including internships).
• Strong self-initiated follow-through time management and problem-solving skills with consistent accuracy and care.
• Proficiency in Microsoft Office applications including Outlook Word Excel and PowerPoint and proven ability to learn other software and technology. Salesforce experience preferred.
• 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.
• Strong interest in financial planning and investments with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60000-$70000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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Focus Partners Wealth is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners Wealth supports clients at every stage of life helping them manage their financial future. With over $180 billion in regulatory assets under management Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus Partners Wealth or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.