Client Service Associate

Focus Partners Wealth is seeking a Client Service Associate to join their growing team, focusing on financial planning and personalized client advice. The role involves partnering with Wealth Advisors to support client relationships, managing service requests, and ensuring operational accuracy.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution
• Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests
• Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs
• Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service
• Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations
• Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment
• Coordinate tax return assembly & delivery (certified mailings, FedEx, UPS, encrypted links/emails & Docusign)
• Responsible for overall document organization including scanning and storage, both physical & within department management system
• Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, advisors, and internal teams
• Submit electronic tax filings and track acceptances
• Manage and track notices, included state and local tax notices

Skills

• Bachelor's Degree with 1+ years relevant experience (including internships)
• Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology
• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions
• Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively
• Strong interest in financial planning and investments, with a desire to grow and develop in the role
• Salesforce experience preferred

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)
• 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.

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