Wealth Client Services Associate (Hybrid)

Focus Partners; Portland (OR); Hybrid; USD 60,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners in Portland, OR, seeks a Client Service Associate to support Wealth Advisors by delivering accurate, timely service and owning requests from start to finish. You will be the primary liaison for operational needs, handling account openings, transfers, and documentation with a client-centered approach.

This hybrid role requires strong communication, meticulous problem solving, and proficiency with Microsoft Office and Salesforce.

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; Salesforce experience preferred.
• Clear and effective written and verbal communication skills; sound judgment handling sensitive information and financial transactions.
• Ability to manage multiple priorities in a fast-paced environment, independently and collaboratively.

Responsibilities

• Deliver accurate, timely service to advisors and clients with full ownership of issues.
• Serve as primary liaison among custodians, operations, advisors, and clients for end-to-end operational support.
• Advocate for clients with empathy and understanding of their needs.
• Manage multiple requests across email, Teams, phone, and Salesforce with excellent service.
• Provide proactive, clear communication with advisors and clients; manage expectations.
• Ensure precision and consistency in processing requests in a fiduciary environment.

Skills

Follow-through

Time management

Problem solving

Communication skills

Independent & collaborative work

Education

Bachelor’s Degree

Tools

Microsoft Office

Salesforce

Job description

Focus Partners in Portland, OR, seeks a Client Service Associate to support Wealth Advisors by delivering accurate, timely service and owning requests from start to finish. You will be the primary liaison for operational needs, handling account openings, transfers, and documentation with a client-centered approach.

This hybrid role requires strong communication, meticulous problem solving, and proficiency with Microsoft Office and Salesforce.