Hybrid Client Service Associate – Financial Planning

LE0123 Focus Partners Wealth LLC; Portland (OR); Hybrid; USD 60,000 - 68,000; Full time

Benefits offered by this job

Annual cash bonus

Medical

Dental

Vision

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Client Service Associate to bolster our fiduciary financial planning team. You will partner with Wealth Advisors to support client relationships, acting as the main contact for operational needs, and owning requests from start to finish with accuracy.

The role features a hybrid schedule: three in-office days per week with up to two remote days, and opportunities for growth within a collaborative team. Experience in support roles and Salesforce a plus.

Qualifications

• Bachelor’s degree and 1+ years of relevant experience (internships allowed).
• Strong follow-through, time management, and problem-solving with accuracy.
• Proficiency in Outlook, Word, Excel, PowerPoint; ability to learn new software.

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; end-to-end support.
• Advocate for clients with empathy and understanding of their needs.
• Manage multiple advisor and client requests across email, Teams, phone, and Salesforce.

Skills

Communication skills

Time management

Problem-solving

Microsoft Office

Salesforce experience

Education

Bachelor’s Degree

Tools

Salesforce

Microsoft Office

Job description

Focus Partners Wealth is seeking a Client Service Associate to bolster our fiduciary financial planning team. You will partner with Wealth Advisors to support client relationships, acting as the main contact for operational needs, and owning requests from start to finish with accuracy.

The role features a hybrid schedule: three in-office days per week with up to two remote days, and opportunities for growth within a collaborative team. Experience in support roles and Salesforce a plus.