Client Success & Operations Associate - Hybrid

LE0123 Focus Partners Wealth LLC; Boston (MA); Hybrid; 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 is seeking a Client Service Associate to join our growing team. The role partners with Wealth Advisors to support client relationships and manage 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 in a collaborative environment. Focus provides a hybrid work model with 3 days in office per week and up to 2 remote days.

Qualifications

• Bachelor’s degree with 1+ years relevant experience.
• Proficiency in Microsoft Office applications (Outlook/Word/Excel/PowerPoint).
• Salesforce experience preferred.
• Clear and effective written and verbal communication.
• Demonstrates judgment and discretion with sensitive financial information.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset.
• Serve as primary liaison among custodians, operations, advisors, and clients for end-to-end operational support.
• Manage account openings, maintenance, transfers, and money movement with proactive follow-through.
• Maintain clear, proactive communication with advisors and clients, providing timely updates.
• Ensure precision and consistency in processing requests and transactions in a fiduciary context.

Skills

Time management

Problem-solving

Written & verbal communication

Attention to detail

Multi-tasking

Education

Bachelor’s degree

Tools

Outlook

Word

Excel

PowerPoint

Salesforce

Job description

Focus Partners is seeking a Client Service Associate to join our growing team. The role partners with Wealth Advisors to support client relationships and manage 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 in a collaborative environment. Focus provides a hybrid work model with 3 days in office per week and up to 2 remote days.