Client Service Associate

LE0123 Focus Partners Wealth LLC; Seattle (WA); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests at custodians. You will assist compliance, prepare financial schedules and client presentations, and communicate with clients by phone and email while maintaining records in the firm’s databases.

Hybrid schedule—3 days in office per week with up to 2 remote days—offers a collaborative environment in Seattle.

Qualifications

• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure and work in a team.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and ability to learn other software.

Responsibilities

• Assist clients and wealth management team with account applications, asset-transfer forms, and client-specific requests at custodians.
• Assist compliance and wealth management with internal/external requirements for new accounts and assets.
• Prepare and update financial schedules and analyses, client presentations, and meeting agendas.
• Draft and process client correspondence via telephone and email.
• Assist in tax season by sending statements to CPAs and clients.
• Interact with spreadsheet-driven reports for the wealth management team and clients.
• Maintain electronic and physical records and update client information in databases.
• Assist with generation and delivery of ad hoc reports.
• Help with DocuSign letters as needed.

Skills

Attention to detail

Communication

Problem-solving

Analytical skills

Teamwork

Tools

Microsoft Office

Job description

Job Description Summary:

Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams. 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 Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points. Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets. Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas. Drafting and processing correspondence to clients and communicating with clients by telephone and email. Assisting in tax season, e.g., sending account statements to CPAs and clients. Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients. Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases. Assist with the generation and delivery of ad hoc reports. Assist people in the office with DocuSign letters.

Qualifications

1+ years relevant experience (including internships). Strong attention to detail, communication, problem-solving, and analytical skills. Ability to multi-task under pressure, work independently, and work in a team. Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Experience with common portfolio management