Focus Partners Wealth is seeking a Client Service Associate to join their growing team, providing personalized financial planning advice. The role involves partnering with Wealth Advisors to support client relationships and manage operational service needs effectively.
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
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
- Comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
- Flexibility to work a hybrid schedule
- 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
Company Overview
Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is http://thecolonygroup.com.