Client Service Associate

LE0123 Focus Partners Wealth LLC; Scottsdale (AZ); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth LLC is seeking a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will act as the primary contact for operational and service needs, taking ownership from start to finish and ensuring accuracy in a fiduciary environment.

The role emphasizes clear communication, attention to detail, and the ability to manage multiple requests across channels. It is a non-exempt, on-site position in Scottsdale, AZ with benefits and growth

Qualifications

• Bachelor’s degree preferred with 1+ years relevant experience (including internships).
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Salesforce experience preferred.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset; own issues through final resolution.
• Serve as primary liaison among custodians, operations, advisors and clients; provide end-to-end operational support (account openings, maintenance, asset transfers, money movement, documentation).
• Advocate for clients with empathy and understanding of needs.
• Manage multiple advisor and client requests across email, Teams, phone and Salesforce; provide excellent service.

Skills

Clear and effective communication

Self-initiated follow-through

Time management

Problem solving

Judgment and discretion

Education

Bachelor’s degree preferred

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! 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.

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.

Assisting in tax season, e.g., sending account statements and 1099s to CPAs and clients.

In-office support responsibilities include answering phones, scheduling meetings, maintaining calendars, and keeping the kitchen stocked, among other general office needs.

Qualifications

Bachelor’s Degree preferred 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.

This position is a non-exempt position.

Pay and Benefits

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.

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).

Company Information

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.

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.

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.

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 Privacy and Legal Information

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. 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.

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.