Wealth Client Services Associate (Hybrid)

Focus Partners; Bellevue (WA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Job summary

Focus Partners, based in Bellevue, WA, seeks a Client Service Associate to support the Wealth Management team with onboarding, account maintenance, distributions, and reporting. Join multiple advisory teams in a hybrid role with 3 days in office and up to 2 remote days per week.

The ideal candidate has 1+ year of experience, strong attention to detail, solid communication, and proficiency in Microsoft Office and portfolio systems like Tamarac, Axys, Orion and Salesforce.

Qualifications

• 1+ years relevant experience (including internships).
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure, work independently, and in a team.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Experience with Tamarac, Axys, Orion and Salesforce preferred.
• Excellent written and verbal communication skills.
• Versatility, flexibility and ability to adapt to changing priorities.
• Moderate understanding of investment products and operations is helpful.

Responsibilities

• Assist clients and wealth management team with account applications and transfers.
• Support compliance and wealth management with onboarding requirements.
• Prepare financial schedules, analyses, client presentations, and meeting agendas.
• Draft and send client correspondence by phone and email.
• Assist in tax season tasks like sending statements to CPAs and clients.
• Interact with spreadsheet-driven reports for the wealth management team.
• Maintain electronic and physical records and update client information.
• Generate and deliver ad hoc reports.
• Assist with DocuSign letters.

Skills

Attention to detail

Communication

Problem-solving

Multitasking

Microsoft Office

CRM experience

Tools

Tamarac

Axys

Orion

Salesforce

Job description

Focus Partners, based in Bellevue, WA, seeks a Client Service Associate to support the Wealth Management team with onboarding, account maintenance, distributions, and reporting. Join multiple advisory teams in a hybrid role with 3 days in office and up to 2 remote days per week.

The ideal candidate has 1+ year of experience, strong attention to detail, solid communication, and proficiency in Microsoft Office and portfolio systems like Tamarac, Axys, Orion and Salesforce.