Client Service Associate

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management teamhelping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services including onboarding account maintenance distributions and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams.

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

• Assisting clients and the wealth management team with preparation of account applications asset-transfer forms client-specific requests at various custodians (e.g. check requests distributions); and communicating with the companys custodians and initiating proactive follow-through on such action points.
• Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.
• Preparing and updating financial schedules and analyses client presentations and client meeting agendas.
• Drafting and processing correspondence to clients and communicating with clients by telephone and email.
• Assisting in tax season e.g. sending account statements to CPAs and clients.
• Interacting with spreadsheet-driven reports for the wealth management team and the companys clients.
• Maintaining electronic and physical records and files in an orderly fashion and updating client information into the companys databases.
• Assist with the generation and delivery of ad hoc reports.
• Assist people in the office with DocuSign letters.

Qualifications

• 1 years relevant experience (including internships).
• Strong attention to detail communication problem-solving and analytical skills.
• Ability to multi-task under pressure work independently and work in a team.
• Proficiency in Microsoft Office applications including Outlook Word Excel and PowerPoint and proven ability to learn other software and technology.
• Experience with common portfolio management systems (Tamarac Axys Orion) and CRM (Salesforce) preferred.
• Excellent written and verbal communication skills.
• Versatility flexibility and an ability to work within constantly changing priorities with enthusiasm.
• Moderate understanding of investment products and investment operations is desired.
• Notable attention to detail self-initiated follow-through and outstanding time management and organizational skills.
• Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65000-$75000 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.