Wealth Client Experience Specialist (Hybrid)

LE0123 Focus Partners Wealth LLC; Washington (District of Columbia); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Annual cash bonus

Benefits package (medical, dental, 401

Hybrid work schedule

Job summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team. This role supports Wealth Advisors, acting as the primary contact for operational and service needs and ensuring requests are handled from start to finish.

You will collaborate across custodians, operations, and clients, manage multiple requests via email, Teams, phone, and Salesforce, and uphold accuracy in a fiduciary setting.

Qualifications

• Bachelor’s degree with 1+ years of relevant experience.
• Strong follow-through, time management, and problem-solving with accuracy.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and ability to learn more software.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset.
• Serve as primary liaison among custodians, operations, advisors, and clients for end-to-end operational support.
• Act as an advocate for clients, showing empathy and understanding of their requests and needs.
• Manage multiple advisor and client requests across email, Teams, phone, and Salesforce with excellent service.
• Maintain clear, proactive communication with advisors and clients, providing timely updates.
• Ensure precision and consistency in processing requests and transactions in a fiduciary environment.

Skills

Attention to detail

Time management

Communication

Customer service

MS Office

Salesforce

Education

Bachelor’s Degree/Undergraduate

Tools

Salesforce CRM

Job description

Focus Partners Wealth is seeking a Client Service Associate to join our growing team. This role supports Wealth Advisors, acting as the primary contact for operational and service needs and ensuring requests are handled from start to finish.

You will collaborate across custodians, operations, and clients, manage multiple requests via email, Teams, phone, and Salesforce, and uphold accuracy in a fiduciary setting.