What are the responsibilities and job description for the Client Service Associate position at focuspartners?
Position Summary:
The
Client Service Associate delivers exceptional, solutions-oriented service to
advisors and clients, and they are viewed as an important extension of the
advisory team. The Client Service Associate acts as the primary contact
and resource for all operational and service-related requests, ensuring timely
and accurate execution. This role partners closely with custodian
partners and internal Focus Partners teams to provide a seamless service and
operations experience.
Success in this role requires excellent client communication skills, an
ownership mindset, and the ability to manage multiple timelines and a variety
of requests with ranging complexity. Proficiency in Salesforce or a
similar CRM is essential for tracking and managing client cases and
requests. As part of a dynamic Client Service team, the Client Service
Associate collaborates daily with teammates across Client Service, Operations,
and the broader organization.
Duties may fluctuate with season volumes, market volatility, and team coverage,
so flexibility and adaptability are critical. Occasional overtime may be
required. Attention to detail, taking initiative and being proactive,
successful problem solving, and consistent follow-through are essential to be
successful in this role. This role requires in-office attendance during
business hours at our designated Company location.
Primary responsibilities for this position include:
- Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points;
- Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets;
- Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;
- Drafting and processing correspondence to clients and communicating with clients by telephone and email;
- Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients;
- Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases; and
- Prepare, generate, and deliver quarterly reports.