Client Service Associate

Position Summary

Focus Partners Wealth is seeking a Client Service Associate (CSA). The CSA assists Client Service Specialists and wealth advisors with client‑service tasks, including client correspondence, Salesforce documentation, custodial paperwork, and project coordination such as RMD management. The role supports a hybrid schedule—three days in office per week with two days remote—per team leader assignment.

• Ensures meeting follow‑up is delegated and completed promptly, facilitating task delegation and ensuring complete follow‑through.
• Coordinates materials and reports for the performance review process.
• Manages the RMD project for clients.
• Prepares custodian paperwork, monitors progress, and follows through to completion.
• Maintains client records: updates systems, advisor and operational teams, and relevant custodians in Salesforce; files in the firm’s directory; sets up client portals in Orion.
• Operates Microsoft Office (Outlook, Word, Excel) and related software/hardware as required.
• Works in a fast‑paced environment with extreme attention to detail, multitasking with multiple team members and departments.
• Contributes to a team effort, interacting with colleagues to promote workflow, resolve problems, and support company goals.
• Follows compliance and operational policies and procedures while fulfilling responsibilities.

• Problem‑solving: identifies and resolves issues promptly, gathering and analyzing information effectively.
• Technical skills: self‑assesses strengths, pursues training, builds knowledge, and shares expertise.
• Client service: manages difficult or emotional situations, responds promptly, solicits feedback, and meets commitments.
• Teamwork: balances team and individual responsibilities, exhibits openness, builds morale, and supports collective success.
• Ethics: treats others with respect, keeps commitments, and upholds organizational values with integrity.
• Professionalism: approaches others tactfully, remains composed under pressure, and accepts responsibility for actions.
• Attendance/punctuality: consistently present, covers responsibilities when absent, and arrives on time for meetings.
• Dependability: takes responsibility for tasks, meets deadlines, or provides alternate plans when necessary.
• Language skills: reads, analyzes, and interprets business periodicals and regulations; writes reports and correspondence; presents information effectively.
• Mathematical skills: calculates figures such as discounts, interest, commissions, and percentages.
• Reasoning ability: defines problems, collects data, establishes facts, draws conclusions, and handles abstract and concrete variables.
• Computer skills: uses accounting software, contact management systems, database software, internet software, spreadsheet software, and word processing programs.

Annualized base pay range: $60,000–$70,000. Actual base pay may vary based on experience, expertise, location, and skill set. Compensation may include an annual cash bonus and a comprehensive benefits package.

Focus is a leading partnership of fiduciary wealth‑management and related financial‑services firms. Focus provides best practices, resources, and continuity planning for its affiliated advisory firms, serving individuals, families, employers, and institutions.

The following language applies to U.S. based roles only.

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

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 who is a veteran of the U.S. armed forces, a member of the Indiana National Guard, or a reserve component.

Maryland Applicants: Under Maryland law, an employer may not require a polygraph or similar test as a condition of employment. Violations are misdemeanors subject to fines.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. Violations carry criminal and civil penalties.

Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act (Mont. Code Ann. § 39‑2‑901).

Rhode Island Applicants: Focus complies with Rhode Island workers' compensation law and the Americans with Disabilities Act.