Client Service Associate

LE0123 Focus Partners Wealth LLC; Deerfield (IL); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits: medical,Dental

401(k)

Job summary

Focus Partners is seeking a Client Service Associate to assist Wealth Advisors and Client Service Specialists. The role supports client service tasks, with a hybrid model: 3 days in office per week and up to 2 remote days as allowed by the team lead.

The candidate will manage follow-ups, maintain client information, and prepare reports using Salesforce and Orion, while ensuring accuracy in a fast-paced environment.

Qualifications

• Bachelor’s Degree and 1+ years relevant experience.
• Strong self-initiated follow-through, time management, and problem-solving skills with accuracy and care.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and ability to learn other software.

Responsibilities

• Ensure meeting follow-up is delegated and completed promptly.
• Facilitate task delegation and ensure follow-through.
• Coordinate materials and reports for performance review processes.
• Manage RMD projects for clients.
• Prepare custodian paperwork.
• Document client correspondence, requests, and updates in Salesforce.

Skills

Follow-through

Time management

Problem solving

Microsoft Office

Salesforce

Written & verbal communication

Team collaboration

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Orion

Job description

Job Description Summary

Focus Partners is seeking a Client Service Associate. The Client Service Associate 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. 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.

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.


• Manage RMD project for clients.


• Prepares custodian paperwork.


• Monitors and follows up through completion.


• Client maintenance.


• Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc.


• All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm’s Directory.


• Set up client portals in Orion.


• Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware/software.


• Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments.


• Contributes to a team effort.


• Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm’s image and accomplish results which support the goals of the company.


• Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities.

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.

Compensation

The annualized base pay range for this role is expected to be between $60,000 - $65,000 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.

Benefits

• Other rewards may include an annual cash bonus.


• A comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Company Culture

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, visit focuspartners.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 [e-mail].

State‑Specific Legal Provisions

• 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 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 POLYGRAPH 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.

About Focus Financial Partners

People matter here, not just as a catchphrase, but as a belief. And we’re building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Don't see the opportunity for you? Join the prospect pool to stay connected and hear about future opportunities that may be a fit. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.