focusfinancialpartners
Client Service Associate
At a Glance
- Location
- United States
- Experience
- 5+ years
- Compensation
- ole is expected to be between $70,000-$90,000. Actual base pay could vary b
- Posted
- 2026-02-06T16:10:02-05:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
Benefits & Perks
al cash bonus and a comprehensive benefits package #LI-KP1 About Focus Financial P
Requirements
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, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred.
Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
Responsibilities
Focus Partners Wealth is seeking a
Client Service Associate, providing a broad range of technical and client management support to firm senior advisors, advisors, and clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence. A successful CSA is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients.
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.
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.