Client Service Associate

Position Summary

Focus Partners Wealth is seeking a Client Service Associate, providing a broad range of technical and client management support to firm senior advisors, advisors, and clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence. A successful CSA is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients.

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 day per week, or as assigned by their team leader.

Primary Responsibilities

• Manage all aspects of account administration, including new account onboarding, transfers, money movements, closures, and client-specific updates. Proactively monitor account activity, escalate issues, and ensure timely execution while maintaining clear communication with stakeholders.
• Prepare and process alternative investment paperwork, including funding requests and capital calls.
• Coordinate with multiple custodian teams to resolve account inquiries, facilitate tax document distributions, and ensure accurate processing of client requests.
• Serve as a trusted member of the Advisor’s team, building strong relationships with clients, advisors, custodians, intermediaries, and the broader Wealth Management team.
• Collaborate regularly with advisors to align priorities, provide timely updates on client service tasks, and escalate issues as needed.
• Own the client service experience by ensuring timely, accurate processing of client requests and proactively resolving potential issues.
• Provide clear, proactive communication to internal/external clients, offering regular updates on request status to ensure a seamless experience.
• Manage sophisticated client-related inquiries with professionalism and efficiency, maintaining a solutions-oriented approach under pressure.
• Think creatively to solve problems, helping advisors and clients navigate complex situations with clarity and efficiency.
• Conduct virtual walkthroughs when needed, guiding clients through forms, portals, and complex processes to enhance understanding.
• Maintain accurate client records, ensuring data integrity across CRM, electronic files, and all other internal/external systems.
• Enhance team efficiency by contributing to training initiatives and maintaining up to date resources, including the CSA OneNote and Training Guide on an ongoing basis.
• Proactively support peers in navigating complex situations and share best practices to enhance team effectiveness.
• Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.
  
  

Qualifications

• Bachelor’s Degree with 5 years of client service experience in wealth management or 8 years in financial services
• A growth mindset with the ability to adapt, take initiative and anticipate needs to help the Wealth Management team solve problems and provide creative solutions.
• RIA brokerage operations experience, preferably with prior RIA end-client exposure
• Highly detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
• Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred.
• Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
• Ability to prioritize multiple competing tasks and demands.
• Exceptional written and verbal communication skills with the ability to convey complex information clearly and professionally.
• Strong interpersonal skills to collaborate effectively with clients, advisors and internal teams.
• Analytical and problem-solving mindset, including strong mathematical aptitude.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
  
  

The annualized base pay range for this role is expected to be between $70,000-$90,000. Actual base pay could 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 for employees. Other rewards 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 access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The following language is for US based roles only

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

For 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 on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.