Wealth Client Services Advisor — Hybrid

LE0123 Focus Partners Wealth LLC; Town of Colonie (NY); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team and support Wealth Advisors in delivering personalized financial planning support. You will be the primary contact for operational and service needs, owning requests from start to finish and coordinating across custodians, the operations team, and clients.

The role requires a Bachelor’s Degree with 2+ years in the industry, strong communication skills, and proficiency with Microsoft Office; Salesforce experience

Qualifications

• Bachelor’s Degree with 2+ 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.
• 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.
• Strong interest in financial planning and investments, with a desire to grow and develop in the role.

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

Communication skills

Time management

Problem-solving

Attention to detail

Client service

Education

Bachelor's Degree

Tools

Microsoft Office

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Associate to join our growing team and support Wealth Advisors in delivering personalized financial planning support. You will be the primary contact for operational and service needs, owning requests from start to finish and coordinating across custodians, the operations team, and clients.

The role requires a Bachelor’s Degree with 2+ years in the industry, strong communication skills, and proficiency with Microsoft Office; Salesforce experience