Hybrid Wealth Management Client Service Associate

Focus Financial Partners; Bellevue (WA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

Focus Partners seeks a Client Service Associate to support the Wealth Management team with account onboarding, maintenance, distributions, and portfolio reporting. You will assist multiple wealth advisory teams while leveraging MS Office, Salesforce, and portfolio systems.

The role offers a hybrid schedule with 3 days in-office per week and up to 2 remote days. Ideal candidates have 1+ years experience, strong detail, and multi-tasking abilities in a fast-paced environment.

Qualifications

• 1+ years of relevant experience (including internships).
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure, work independently, and work in a team.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
• Excellent written and verbal communication skills.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Moderate understanding of investment products and investment operations is desired.
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
• Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

Responsibilities

• Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians and proactive follow-through with custodians.
• Assisting compliance and wealth management teams with internal compliance and external requirements for new accounts and assets.
• Preparing and updating financial schedules, analyses, client presentations, and meeting agendas.
• Drafting and processing client correspondence via telephone and email.
• Assisting in tax season, e.g., sending account statements to CPAs and clients.
• Interacting with spreadsheet-driven reports for the wealth management team and clients.
• Maintaining electronic and physical records and updating client information in databases.
• Assist with generation and delivery of ad hoc reports.
• Assist with DocuSign letters.

Skills

MS Office

Salesforce

Attention to detail

Communication

Multitasking

Tools

Tamarac

Axys

Orion

Job description

Focus Partners seeks a Client Service Associate to support the Wealth Management team with account onboarding, maintenance, distributions, and portfolio reporting. You will assist multiple wealth advisory teams while leveraging MS Office, Salesforce, and portfolio systems.

The role offers a hybrid schedule with 3 days in-office per week and up to 2 remote days. Ideal candidates have 1+ years experience, strong detail, and multi-tasking abilities in a fast-paced environment.