Wealth Client Service Associate (Hybrid)

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

Job summary

Focus Partners in Chicago is seeking a Client Service Associate to join our growing team. You will work with Wealth Advisors to support client relationships, serving as the primary point of contact for operational needs and managing requests from start to finish with accuracy and care.

This non-exempt role offers a hybrid schedule (3 days in office per week, with 2 remote days). The base pay ranges from $65,000 to $70,000 with potential bonus and comprehensive benefits.

Qualifications

• Bachelor’s Degree preferred with 1+ years of industry related experience.
• Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.
• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
• Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.
• Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
• Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
• Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
• Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
• Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Skills

Effective communication

Time management

Problem-solving

Attention to detail

Independent and collaborative work

Education

Bachelor’s Degree preferred

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Salesforce

Job description

Focus Partners in Chicago is seeking a Client Service Associate to join our growing team. You will work with Wealth Advisors to support client relationships, serving as the primary point of contact for operational needs and managing requests from start to finish with accuracy and care.

This non-exempt role offers a hybrid schedule (3 days in office per week, with 2 remote days). The base pay ranges from $65,000 to $70,000 with potential bonus and comprehensive benefits.