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 client’s 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.

You’ll 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 days per week, or as assigned by their team leader.

• 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 and 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, including state and local tax notices.

• bachelor’s 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 power point, 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 $60,000-$70,000 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 applicant’s 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 candidate’s experience and education.

focus partners wealth is an organization of wealth, asset, and business…