Client Service Ops & Onboarding Associate

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

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401(k) plan

Job summary

Focus Financial Partners is seeking an Associate to join the Client Service Solutions team, supporting client relationships, data management, cashiering and money movements, and firmwide support functions. Location options include Needham, MA and Portsmouth, NH.

The ideal candidate is organized, detail‑focused, energetic, and communicates clearly. A bachelor’s degree and 1+ year in financial services operations are preferred; proficiency in Excel and CRM tools is desirable.

Qualifications

• Bachelor’s degree required.
• 1+ years of experience in an operations role within the financial services industry preferred.
• Strong attention to detail.
• Ability to multi-task.
• Strong communication skills, both written and oral.
• Proactive and solutions oriented; consistently willing to take initiative to solve problems.
• Proficient in Microsoft Excel.
• Experience with financial services technology – investment accounting platforms, CRM tools and client reporting software.
• Experience managing processes and reviewing colleagues’ work in prior roles.

Responsibilities

• Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
• Interface directly with external custodian banks in the account opening and asset transfer process.
• Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database
• Support alternative investment processing procedures on behalf of clients.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Assist in all ad hoc information or report requests from advisors.
• Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.

Skills

Attention to detail

Multi-tasking

Communication skills

Initiative

Excel

Financial services tech

Process management

Education

Bachelor’s degree

Job description

Focus Financial Partners is seeking an Associate to join the Client Service Solutions team, supporting client relationships, data management, cashiering and money movements, and firmwide support functions. Location options include Needham, MA and Portsmouth, NH.

The ideal candidate is organized, detail‑focused, energetic, and communicates clearly. A bachelor’s degree and 1+ year in financial services operations are preferred; proficiency in Excel and CRM tools is desirable.