Client Service & Operations Associate - Hybrid
Remote / Online - Candidates ideally in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-02
Needham, Norfolk County, Massachusetts, 02492, USA
Listing for:
Focus Financial Partners
Full Time, Remote/Work from Home
position Listed on 2026-06-02
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Focus Financial Partners in Needham, MA is seeking a Client Service Associate to join their growing team. This role offers an exciting opportunity to work closely with Wealth Advisors to support client relationships.
Responsibilities include delivering accurate service, managing advisor and client requests while ensuring communication is clear and timely. Candidates should possess a Bachelor's Degree and familiarity with Microsoft Office and Salesforce.
The position offers a hybrid work schedule, combining both in-office and remote work.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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