Wealth Client Services Associate

Focus Partners Wealth

City of Albany, Northern (NY, KY)

Hybrid

USD 65,000 - 70,000

Full time

14 days+

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Job summary

Focus Partners Wealth is seeking a Client Service Associate in Albany, NY to support Wealth Advisors, serve as the primary liaison for operational and service needs, and manage client requests from start to finish with accuracy and care.

This full-time, hybrid role requires a Bachelor’s degree and 2+ years in financial services, strong communication, time management, and proficiency with Microsoft Office and Salesforce. Base pay ranges from $65,000 to $70,000 plus benefits.

Qualifications

Bachelor’s Degree with 2+ years of industry related experience.
Proven ability to manage multiple priorities and deliver accurate work.

Responsibilities

Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset.
Serve as the primary liaison among custodians, operations, advisors, and clients, handling account openings, transfers, and documentation.
Advocate for clients, understanding their requests and needs with empathy.
Manage requests across email, Microsoft Teams, phone, and Salesforce with proactive updates.
Maintain clear communication and manage expectations with advisors and clients.
Ensure precision and consistency in processing transactions in a fiduciary environment.