Focus Financial Partners
Our
Client Service Associates (CSAs)
are an integral part of the Wealth Management Team, providing a broad range of technical and client management support to firm senior advisors, advisors, and Kovitz clients. This role serves as a liaison between clients, advisors, custodians, and Operations Team. A successful CSA is a proactive problem solver with excellent communication, organizational and time management skills, and is focused on delivering a high-quality client experience. The right candidate thrives in a fast-paced, high-performance environment and upholds the standards of our top wealth advisors and clients. This role is based in Chicago, IL. 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 policies and procedures and 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 with strong organizational skills and the ability to work under pressure to meet deadlines. Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred. Curiosity for learning and improving 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, with 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 experience, subject matter expertise, geographic location, and skill set. The base pay is one component of total compensation, which 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. For more information about Focus, please visit
www.focusfinancialpartners.com .
#J-18808-Ljbffr
Client Service Associates (CSAs)
are an integral part of the Wealth Management Team, providing a broad range of technical and client management support to firm senior advisors, advisors, and Kovitz clients. This role serves as a liaison between clients, advisors, custodians, and Operations Team. A successful CSA is a proactive problem solver with excellent communication, organizational and time management skills, and is focused on delivering a high-quality client experience. The right candidate thrives in a fast-paced, high-performance environment and upholds the standards of our top wealth advisors and clients. This role is based in Chicago, IL. 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 policies and procedures and 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 with strong organizational skills and the ability to work under pressure to meet deadlines. Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred. Curiosity for learning and improving 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, with 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 experience, subject matter expertise, geographic location, and skill set. The base pay is one component of total compensation, which 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. For more information about Focus, please visit
www.focusfinancialpartners.com .
#J-18808-Ljbffr