Focus Financial Partners, LLC
Client Service Associate New Boca Raton, FL
Focus Financial Partners, LLC, Boca Raton, Florida, us, 33481
Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists.
Primary Responsibilities
Ensures meeting follow‑up is delegated and completed promptly. Facilitates task delegation and ensures prompt and complete follow‑through.
Coordinates materials and reports for performance review process.
Manages RMD project for clients.
Prepares custodian paperwork, monitors and follows up through completion.
Maintains client information, keeping all systems, advisor teams, operational team and relevant custodians up to date with client changes, requests, and information updates. Documents all client correspondence, requests, tasks, etc. via Salesforce and files in Firm’s Directory. Sets up client portals in Orion.
Operates computers using Microsoft Office (Outlook, Word, Excel) and other required hardware/software.
Works in a fast‑paced environment with extreme attention to detail and multitasks with several team members and departments.
Contributes to a team effort, interacting with other employees to promote smooth workflow, identify and resolve problems, advance the firm’s image, and accomplish results that support the company’s goals.
Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities.
Qualifications
Problem Solving – Identifies and resolves problems timely; gathers and analyzes information skillfully; develops alternative solutions.
Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; builds knowledge and shares expertise with others.
Client Service – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits feedback to improve service; meets commitments.
Teamwork – Balances team and individual responsibilities; exhibits objectivity and openness; contributes to building a positive team spirit; supports colleagues’ success.
Ethics – Treats people with respect; keeps commitments; inspires trust; works with integrity and upholds organizational values.
Professionalism – Approaches others tactfully; reacts well under pressure; respects and considers all staff; accepts responsibility for own actions; follows through on commitments.
Attendance/Punctuality – Consistently at work and on time; ensures responsibilities are covered when absent; arrives at meetings and appointments on time.
Dependability – Takes responsibility for own actions; completes tasks on time or informs the appropriate person with an alternate plan.
Language Skills – Reads, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations; writes reports, business correspondence, and procedure manuals; presents information effectively.
Mathematical Skills – Calculates figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Reasoning Ability – Defines problems, collects data, establishes facts, draws valid conclusions; interprets technical instructions in mathematical or diagram form; handles abstract and concrete variables.
Computer Skills – Knowledge of accounting software, contact management systems, database software, internet software, spreadsheet software, and word processing software.
The annualized base pay range for this role is expected to be between $60,000–$70,000. Actual base pay may vary based on factors including but not limited to experience, subject matter expertise, geographic location, and the applicant’s skill set. The base pay is just one component of the total compensation package, 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. 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.
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.
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Primary Responsibilities
Ensures meeting follow‑up is delegated and completed promptly. Facilitates task delegation and ensures prompt and complete follow‑through.
Coordinates materials and reports for performance review process.
Manages RMD project for clients.
Prepares custodian paperwork, monitors and follows up through completion.
Maintains client information, keeping all systems, advisor teams, operational team and relevant custodians up to date with client changes, requests, and information updates. Documents all client correspondence, requests, tasks, etc. via Salesforce and files in Firm’s Directory. Sets up client portals in Orion.
Operates computers using Microsoft Office (Outlook, Word, Excel) and other required hardware/software.
Works in a fast‑paced environment with extreme attention to detail and multitasks with several team members and departments.
Contributes to a team effort, interacting with other employees to promote smooth workflow, identify and resolve problems, advance the firm’s image, and accomplish results that support the company’s goals.
Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities.
Qualifications
Problem Solving – Identifies and resolves problems timely; gathers and analyzes information skillfully; develops alternative solutions.
Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; builds knowledge and shares expertise with others.
Client Service – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits feedback to improve service; meets commitments.
Teamwork – Balances team and individual responsibilities; exhibits objectivity and openness; contributes to building a positive team spirit; supports colleagues’ success.
Ethics – Treats people with respect; keeps commitments; inspires trust; works with integrity and upholds organizational values.
Professionalism – Approaches others tactfully; reacts well under pressure; respects and considers all staff; accepts responsibility for own actions; follows through on commitments.
Attendance/Punctuality – Consistently at work and on time; ensures responsibilities are covered when absent; arrives at meetings and appointments on time.
Dependability – Takes responsibility for own actions; completes tasks on time or informs the appropriate person with an alternate plan.
Language Skills – Reads, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations; writes reports, business correspondence, and procedure manuals; presents information effectively.
Mathematical Skills – Calculates figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Reasoning Ability – Defines problems, collects data, establishes facts, draws valid conclusions; interprets technical instructions in mathematical or diagram form; handles abstract and concrete variables.
Computer Skills – Knowledge of accounting software, contact management systems, database software, internet software, spreadsheet software, and word processing software.
The annualized base pay range for this role is expected to be between $60,000–$70,000. Actual base pay may vary based on factors including but not limited to experience, subject matter expertise, geographic location, and the applicant’s skill set. The base pay is just one component of the total compensation package, 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. 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.
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.
#J-18808-Ljbffr