Client Service Associate

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our Wealth Management team. The CSA provides account support services, including onboarding, account maintenance, distributions, portfolio accounting and reporting. The role supports multiple wealth advisory teams.

Hybrid schedule: 3 days in office per week with an option to work remotely 2 days per week as assigned by the team leader.

• Assisting clients and the wealth management team with preparation of account applications, asset‑transfer forms, client‑specific requests at custodians (e.g., check requests, distributions) and communicating with custodians, initiating proactive follow‑through.
• Assisting compliance and wealth management teams with internal compliance and external requirements for new accounts and assets.
• Preparing and updating financial schedules, analyses, client presentations, and meeting agendas.
• Drafting and processing correspondence to clients and communicating with them 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 company’s clients.
• Maintaining electronic and physical records and files in an orderly fashion and updating client information in company databases.
• Assisting with generation and delivery of ad‑hoc reports.
• Assisting office staff with Docu Sign letters.

• 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 (Outlook, Word, Excel, PowerPoint) and ability to learn other software.
• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
• Excellent written and verbal communication skills.
• Versatility and flexibility, ability to work within constantly changing priorities with enthusiasm.
• Moderate understanding of investment products and operations preferred.
• Notable attention to detail, self‑initiated follow‑through, outstanding time management and organization.
• Ability to work in a fast‑paced environment and juggle multiple competing tasks.

This is a non‑exempt position. Base salary range: $65,000–$75,000 annually, varying with experience, expertise, and location. Total compensation may include an annual cash bonus and a comprehensive benefits package: medical, dental, vision, life insurance, and 401(k).

Focus is an equal‑opportunity employer and bases employment decisions on skill, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or other protected characteristics. Focus complies with federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities.