Client Service Associate

Focus Partners Wealth; 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) plan

Annual cash bonus

Job summary

Focus Partners seeks a Client Service Associate to join our growing team in Scottsdale. You will partner with Wealth Advisors to support client relationships and handle operational needs from account openings to transfers, ensuring accuracy and timely service.

This non-exempt role requires a Bachelor's degree and 1+ years of experience, with strong communication and MS Office/Salesforce proficiency. Competitive compensation and benefits offered in a collaborative wealth-management firm.

Qualifications

• Bachelor’s degree preferred with 1+ years relevant experience.
• 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.

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, 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 in a fiduciary environment.
• In-office support responsibilities include answering phones, scheduling meetings, maintaining calendars, and keeping the kitchen stocked.

Skills

Microsoft Office

Salesforce

Communication skills

Time management

Attention to detail

Education

Bachelor's degree

Job description

## Client Service AssociateApply: Fully Onsite: Scottsdale, Arizona: Full time: Posted Yesterday: JR100566**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.**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.* 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. 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). 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, visit focuspartners.com or follow the company on LinkedIn.