Hybrid Wealth Management Client Services Specialist

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

Job summary

Focus Partners is seeking a Client Service Associate to join our Wealth Management team. The CSA supports onboarding, account maintenance, distributions, and portfolio reporting for multiple wealth advisory teams.

The role is hybrid with 3 days in office per week and up to 2 remote days per week. Candidates should have 1+ year of relevant experience and strong communication, organizational, and technical skills. Competitive base salary with benefits is offered.

Qualifications

• 1+ years relevant experience (including internships).
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure, work independently, and in a team.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and ability to learn other software.
• Experience with portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.

Responsibilities

• Assist clients and wealth management team with account applications and asset-transfer forms.
• Support compliance and wealth management teams with requirements for new accounts and assets.
• Prepare and update financial schedules, analyses, client presentations, and meeting agendas.
• Draft and process client correspondence via phone and email.
• Assist in tax season tasks like sending statements to CPAs and clients.
• Work with spreadsheet-driven reports for the wealth management team and clients.
• Maintain orderly client records and update information in databases.
• Generate and deliver ad hoc reports.
• Assist with DocuSign letters.

Skills

Attention to detail

Communication

Problem-solving

Analytical skills

Multi-tasking

Team player

Tools

Tamarac

Axys

Orion

Salesforce

Microsoft Office

Job description

Focus Partners is seeking a Client Service Associate to join our Wealth Management team. The CSA supports onboarding, account maintenance, distributions, and portfolio reporting for multiple wealth advisory teams.

The role is hybrid with 3 days in office per week and up to 2 remote days per week. Candidates should have 1+ year of relevant experience and strong communication, organizational, and technical skills. Competitive base salary with benefits is offered.