Wealth Client Services Associate

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Hybrid work model

Job summary

Focus Partners is seeking a Client Service Associate to join our growing team in a hybrid Boston, MA office. You will support Wealth Advisors, serve as the primary liaison for operational needs, and manage end-to-end client requests with accuracy and care.

The role emphasizes detailed processing, clear communication, and a collaborative mindset. Base pay ranges from $60,000-$65,000 with potential for bonus and comprehensive benefits in a fiduciary setting.

Qualifications

• Bachelor’s Degree with 1+ years relevant experience (including internships).
• 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.
• 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

Bachelor’s Degree

Follow-through

Time management

Problem solving

Communication skills

Multitasking

Interest in financial planning

Education

Bachelor’s Degree

Tools

Microsoft Office

Salesforce

Job description

Focus Partners is seeking a Client Service Associate to join our growing team in a hybrid Boston, MA office. You will support Wealth Advisors, serve as the primary liaison for operational needs, and manage end-to-end client requests with accuracy and care.

The role emphasizes detailed processing, clear communication, and a collaborative mindset. Base pay ranges from $60,000-$65,000 with potential for bonus and comprehensive benefits in a fiduciary setting.