Wealth Client Service Associate (Hybrid)

Focus Financial Partners; Needham (MA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Annual bonus

Job summary

Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment.

You will thrive on clear communication, organization, and a collaborative mindset, with opportunities to grow within the team. This non-exempt role offers a hybrid schedule with in-office and remote work options and a

Qualifications

• Bachelor’s Degree with 1+ years relevant experience.
• Strong self-initiated follow-through, time management, and problem-solving skills.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint; Salesforce experience preferred.
• Clear and effective written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong interest in financial planning and investments.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset.
• Serve as the primary liaison among custodians, the operations team, advisors, and clients.
• Act as a strong advocate for clients, showing empathy and understanding of their needs.
• Manage multiple requests across email, Teams, phone, and Salesforce with excellent service.
• Maintain proactive communication with advisors and clients, providing timely updates.
• Ensure precision and consistency in processing requests and transactions.

Skills

Client service

Communication

Time management

Problem-solving

Attention to detail

Interest in financial planning

Education

Bachelor’s Degree (1+ year experience)

Tools

Salesforce

Microsoft Office

Job description

Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment.

You will thrive on clear communication, organization, and a collaborative mindset, with opportunities to grow within the team. This non-exempt role offers a hybrid schedule with in-office and remote work options and a