Hybrid Client Service Associate | Wealth Advisory Support

Focus Partners; Deerfield (IL); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Hybrid schedule

Comprehensive benefits package

401(k)

Job summary

Focus Partners is seeking a Client Service Associate to support Wealth Advisors and Client Service Specialists with client service tasks. The role offers a hybrid schedule with 3 days in office per week and up to 2 remote days as assigned.

The ideal candidate has a Bachelor’s degree and 1+ years of relevant experience, strong organizational skills, and proficiency in Microsoft Office and Salesforce. Base pay ranges from $60,000 to $65,000 with potential bonus and a comprehensive benefits package.

Qualifications

• Bachelor’s Degree with 1+ years relevant experience (including internships).
• Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.
• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
• Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
• Strong interest in financial planning and investments, with a desire to grow and develop in the role.

Responsibilities

• Ensures meeting follow-up is delegated and completed promptly.
• Coordinates materials and reports for performance review process.
• Manage RMD project for clients.
• Prepares custodian paperwork. Monitors and follows up through completion.
• Client maintenance; update systems and custodians with client changes; document via Salesforce; set up client portals in Orion.
• Operate Microsoft Office including Outlook, Word, Excel, and PowerPoint.
• Work in a fast-paced environment with attention to detail and multi-task with team members and departments.
• Contributes to a team effort; promote smooth workflow and resolve problems to support firm goals.
• Abide by compliance and operational policies in all responsibilities.

Skills

Salesforce

Microsoft Office

Communication

Time management

Attention to detail

Education

Bachelor’s Degree

Tools

Orion

Outlook

Word

Excel

PowerPoint

Job description

Focus Partners is seeking a Client Service Associate to support Wealth Advisors and Client Service Specialists with client service tasks. The role offers a hybrid schedule with 3 days in office per week and up to 2 remote days as assigned.

The ideal candidate has a Bachelor’s degree and 1+ years of relevant experience, strong organizational skills, and proficiency in Microsoft Office and Salesforce. Base pay ranges from $60,000 to $65,000 with potential bonus and a comprehensive benefits package.