Part Time Office Service Specialist

Overview

Focus Partners Wealth is seeking a Client Service Associate to join our Wealth Management team. The role focuses on delivering exceptional service to our clients through a range of account support functions.

• Provide account support services, including onboarding, account maintenance, distributions, portfolio accounting, and reporting.
• Support multiple wealth advisory teams by ensuring accurate and timely account information.
• Assist clients and the wealth management team with preparation of account applications and asset‑transfer forms.
• Help the compliance and wealth management teams meet internal and external regulatory requirements for new accounts and assets.
• Prepare and update financial schedules, analyses, client presentations, and meeting agendas.
• Draft and process correspondence to clients, and communicate with clients via telephone and email.
• Assist during tax season, including sending account statements to CPAs and clients.
• Maintain electronic and physical records and files in an orderly manner, and update client information in the company’s databases.
• Support office staff with Docu Sign letter preparation.

• 1+ year of relevant experience, including internships.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and quick to learn additional software.
• Experience with portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
• Moderate understanding of investment products and investment operations.

• Annual cash bonus (potential).
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).

Focus is an equal‑opportunity employer. Employment decisions are based on skill set without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or other protected characteristics as defined by federal and state law. Reasonable accommodations are provided for applicants and employees with disabilities.