Client Service Associate

The Client Service Associate works as a generalist within the client service team to complete essential back-office functions. Their primary responsibilities are to provide additional support to the teams through timely/accurate delivery of any client requests and assisting in the verification/completion of all pending work assigned to the team and to assist with team projects throughout the year.

Duties may fluctuate with seasonal 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 at our designated Company location in accordance with the Remote Work Policy.

Primary Responsibilities

• Monitor, track, and provide status updates on all processing requests to ensure accuracy.
• Stay vigilant of alerts from all custodians and ensure timely dissemination.
• Enter essential data into core systems. 
• Exhibit effective written and verbal communication skills.
• Collaborate with colleagues across departments to achieve shared objectives within the Client Service Department.
• Share knowledge, best practices, and insights to foster a supportive and collaborative work environment.
• Achieve Associate Goals promptly and effectively, actively contributing to departmental Team Plans.
• Assist colleagues within the department with daily tasks and projects spanning the entire department.
• Be adaptable and willing to embrace change.
• Assist with various tasks and projects as needed.

Qualifications

Associate's degree
1+ years working in a Client Service type role

About Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. 

*This is a Non-exempt 

The annualized base pay range for this role is expected to be between $48,000 - $53,000.  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.