Client Service Associate

Focus Financial Partners

Bethesda (MD)

Hybrid

USD 60,000 - 70,000

Full time

6 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners is seeking a Client Service Associate to join our growing team, partnering with Wealth Advisors to deliver comprehensive financial planning and personalized client service. You’ll manage requests from start to finish, ensuring accuracy and timely resolution in a collaborative, client-centric environment.

The role supports a hybrid work model (3 days in office per week) with optional remote work 2 days per week, and offers a pathway for growth within the advisory team.

Qualifications

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. Salesforce experience preferred.
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.

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

Follow-through

Time management

Problem-solving

Communication skills

Education

Bachelor’s Degree

Tools

Microsoft Office

Outlook

Word

Excel

PowerPoint

Salesforce

Job description

Job Description Summary

Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

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.

Job Description

Primary 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.

Qualifications

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. Salesforce experience preferred.
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.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visitfocuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com

The following language is for US based roles only

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.

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Under the following text:

Pay: $40,000 a year.
Position: Full-time.
Schedule / length: 40 hours a week.
Service Type: Permanent.
Benefits: 401K (Employer 401K 3%)
Title: Custom Mortgage Analyst.
What qualifies an applicant for the position: Must be or have a valid (cert.) Chartered Certified accountant (ACCA) or a Chartered Accountant (CA).
Classes & Growth: I may become a Senior with a growth to 141k.
Social Security: I can get a CIA test.
We provide: I am working at the company in any role that plans and contributes to the society.

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.

Requirements

Requires knowledge and experience in real estate, commercial and private equity transactions. I have redundant accountants, banks, individuals, excel templates, and reports generated by real life deals.
Under tight deadlines, accurate controls, percentage calculation for calculating investor contributions. Best quality charting dashboards.
Optimization of financial growth and cost, intangible strong reputation
Ensures accurate numbers on a periodic basis
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Reduced offets, commission and factoring compliance
Uses reliable strategies to reduce failures.
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