Wealth Advisory Support Specialist

LE0123 Focus Partners Wealth LLC; Deerfield (IL); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits: medical,Dental

401(k)

Job summary

Focus Partners is seeking a Client Service Associate to assist Wealth Advisors and Client Service Specialists. The role supports client service tasks, with a hybrid model: 3 days in office per week and up to 2 remote days as allowed by the team lead.

The candidate will manage follow-ups, maintain client information, and prepare reports using Salesforce and Orion, while ensuring accuracy in a fast-paced environment.

Qualifications

• Bachelor’s Degree and 1+ years relevant experience.
• Strong self-initiated follow-through, time management, and problem-solving skills with accuracy and care.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and ability to learn other software.

Responsibilities

• Ensure meeting follow-up is delegated and completed promptly.
• Facilitate task delegation and ensure follow-through.
• Coordinate materials and reports for performance review processes.
• Manage RMD projects for clients.
• Prepare custodian paperwork.
• Document client correspondence, requests, and updates in Salesforce.

Skills

Follow-through

Time management

Problem solving

Microsoft Office

Salesforce

Written & verbal communication

Team collaboration

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Orion

Job description

Focus Partners is seeking a Client Service Associate to assist Wealth Advisors and Client Service Specialists. The role supports client service tasks, with a hybrid model: 3 days in office per week and up to 2 remote days as allowed by the team lead.

The candidate will manage follow-ups, maintain client information, and prepare reports using Salesforce and Orion, while ensuring accuracy in a fast-paced environment.