Focus Partners Wealth
PositionSummary:
TheClient Service Associate delivers exceptional, solutions-oriented service toadvisors and clients, and they are viewed as an important extension of theadvisory team. The Client Service Associate acts as the primary contactand resource for all operational and service-related requests, ensuring timelyand accurate execution. This role partners closely with custodianpartners and internal Focus Partners teams to provide a seamless service andoperations experience.
Success in this role requires excellent client communication skills, anownership mindset, and the ability to manage multiple timelines and a varietyof requests with ranging complexity. Proficiency in Salesforce or asimilar CRM is essential for tracking and managing client cases andrequests. As part of a dynamic Client Service team, the Client ServiceAssociate 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 berequired. Attention to detail, taking initiative and being proactive,successful problem solving, and consistent follow-through are essential to besuccessful in this role. This role requires in-office attendance duringbusiness hours at our designated Company location.
Primaryresponsibilities 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, anddeliver quarterly reports. Qualifications:
A Bachelor's degree with a minimum of 2+ years administrative experience in financial or professional services; Familiarity with brokerage or registered investment advisory firm operations; Strong mathematical aptitude; superb written and verbal communication skills; Moderate understanding of investment products and investment operations is desired; Solid analytical skills and attention to detail and organization; Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology; Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands;
FocusPartners Wealth is an organization of wealth, asset, and business managementresources that brings strength, innovation, and partnership to clientrelationships. Through a comprehensive range of services, we work with clientsat every stage, helping them control their financial future - whether that'splanning for retirement, preparing the next generation, or growing theirbusiness. We are dedicated to fostering meaningful growth for our clients. Ourteam of advisors works collectively to deliver personalized wealth planningstrategies 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 Securitiesand Exchange Commission. Registration does not imply any level of skill ortraining. Additional information about Focus Partners Wealth is also availableon the SEC's website at www.advisorinfo.sec.gov.
This is a Non-Exempt role. The annualized base pay range for this role isexpected to be between $60,000 - $65,000. Actual base pay could varybased on factors including but not limited to experience, subject matterexpertise, geographic location where work will be performed and the applicant'sskill set. The base pay is just one component of the total compensationpackage for employees.
#LI-DL1
TheClient Service Associate delivers exceptional, solutions-oriented service toadvisors and clients, and they are viewed as an important extension of theadvisory team. The Client Service Associate acts as the primary contactand resource for all operational and service-related requests, ensuring timelyand accurate execution. This role partners closely with custodianpartners and internal Focus Partners teams to provide a seamless service andoperations experience.
Success in this role requires excellent client communication skills, anownership mindset, and the ability to manage multiple timelines and a varietyof requests with ranging complexity. Proficiency in Salesforce or asimilar CRM is essential for tracking and managing client cases andrequests. As part of a dynamic Client Service team, the Client ServiceAssociate 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 berequired. Attention to detail, taking initiative and being proactive,successful problem solving, and consistent follow-through are essential to besuccessful in this role. This role requires in-office attendance duringbusiness hours at our designated Company location.
Primaryresponsibilities 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, anddeliver quarterly reports. Qualifications:
A Bachelor's degree with a minimum of 2+ years administrative experience in financial or professional services; Familiarity with brokerage or registered investment advisory firm operations; Strong mathematical aptitude; superb written and verbal communication skills; Moderate understanding of investment products and investment operations is desired; Solid analytical skills and attention to detail and organization; Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology; Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands;
FocusPartners Wealth is an organization of wealth, asset, and business managementresources that brings strength, innovation, and partnership to clientrelationships. Through a comprehensive range of services, we work with clientsat every stage, helping them control their financial future - whether that'splanning for retirement, preparing the next generation, or growing theirbusiness. We are dedicated to fostering meaningful growth for our clients. Ourteam of advisors works collectively to deliver personalized wealth planningstrategies 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 Securitiesand Exchange Commission. Registration does not imply any level of skill ortraining. Additional information about Focus Partners Wealth is also availableon the SEC's website at www.advisorinfo.sec.gov.
This is a Non-Exempt role. The annualized base pay range for this role isexpected to be between $60,000 - $65,000. Actual base pay could varybased on factors including but not limited to experience, subject matterexpertise, geographic location where work will be performed and the applicant'sskill set. The base pay is just one component of the total compensationpackage for employees.
#LI-DL1