Hybrid Remote Client Service Associate — Financial Planning

Focus Partners Wealth; Chicago (IL); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Annual cash bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Client Service Associate to join our team in a hybrid Chicago environment. You will partner with Wealth Advisors to support client relationships, manage account openings, transfers, money movement, and required documentation with accuracy and care.

You will handle multiple requests across email, Teams, phone, and Salesforce, delivering timely, clear communication and ownership from start to finish, while growing within the firm.

Qualifications

• Bachelor's degree preferred with 1+ years in financial services or similar.
• Strong written and verbal communication with discretion handling client info.
• Proficiency in Microsoft Office and Salesforce; ability to learn new tools.

Responsibilities

• Deliver accurate, timely service to advisors and clients with ownership of issues.
• Serve as liaison among custodians, operations, advisors, and clients for end-to-end support.
• Manage requests via email, Teams, phone, and Salesforce with proactive updates.
• Maintain precision in processing account openings, transfers, and documentation.

Skills

Attention to detail

Time management

Problem-solving

Clear communication

Team collaboration

Education

Bachelor's Degree

Tools

Salesforce

Excel

Outlook

PowerPoint

Job description

Focus Partners Wealth is seeking a Client Service Associate to join our team in a hybrid Chicago environment. You will partner with Wealth Advisors to support client relationships, manage account openings, transfers, money movement, and required documentation with accuracy and care.

You will handle multiple requests across email, Teams, phone, and Salesforce, delivering timely, clear communication and ownership from start to finish, while growing within the firm.