Wealth Client Services Associate

Focus Partners Wealth; Needham (MA); Hybride; USD 65 000 - 70 000; Plein temps

Avantages offerts par ce poste

Annual cash bonus

Benefits package including medical, 
d

401(k)

Résumé du poste

Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-focused environment.

The hybrid role requires 3 days in office per week with up to 2 remote days. Base annual pay ranges from $65,000 to $70,000, with a comprehensive benefits package and potential bonus opportunities.

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 (Outlook, Word, Excel, PowerPoint) and ability to learn other software.
• 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 and desire to grow in the role.

Responsabilités

• 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.
• Coordinate tax return assembly & delivery (certified mailings, FedEx, UPS, encrypted links/emails & Docusign).
• Responsible for overall document organization including scanning and storage, both physical & within department management system.
• Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, advisors, and internal teams.
• Submit electronic tax filings and track acceptances.
• Manage and track notices, included state and local tax notices.

Connaissances

Self-initiated follow-through

Time management

Problem solving

Communication skills

Formation

Bachelor’s Degree

Outils

Salesforce

Microsoft Office

Description du poste

Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-focused environment.

The hybrid role requires 3 days in office per week with up to 2 remote days. Base annual pay ranges from $65,000 to $70,000, with a comprehensive benefits package and potential bonus opportunities.