Client Service Ops Associate - Onboarding & Cashiering

Focus Financial Partners; Needham (MA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners is seeking an Associate for the Client Service Solutions team based in Needham, MA (also could be Portsmouth, NH). The role supports client relationships, cash movements, and data management, interfacing with custodian banks and multiple internal teams.

A strong communicator with attention to detail and initiative is essential. Salary range $60,000–$70,000 with potential bonus and comprehensive benefits.

Qualifications

• Bachelor’s degree required.
• 1+ years in an operations role within financial services preferred (wealth mgmt/family office ideal).
• Proactive, detail‑oriented, and able to multi‑task in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Excel and financial services technology.

Responsibilities

• Process and reconcile money movements with strict adherence to internal policies.
• Interface with external custodian banks for account opening and asset transfers.
• Lead client onboarding project plans and communicate with multiple stakeholders.
• Maintain client information and ensure data is accurately captured in the firm’s database.
• Support alternative investment processing and collaborate with middle office teams.
• Assist with ad hoc information or report requests from advisors.
• Contribute to firmwide projects to improve client experience and data movement.

Skills

Attention to detail

Multi-tasking

Strong communication

Proactive problem solving

Self-starter

Education

Bachelor’s degree

Tools

Excel

CRM tools

Investment accounting platforms

Client reporting software

Job description

Focus Financial Partners is seeking an Associate for the Client Service Solutions team based in Needham, MA (also could be Portsmouth, NH). The role supports client relationships, cash movements, and data management, interfacing with custodian banks and multiple internal teams.

A strong communicator with attention to detail and initiative is essential. Salary range $60,000–$70,000 with potential bonus and comprehensive benefits.