Wealth Client Services Associate | Hybrid (3 in-office days)

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

Benefits offered by this job

Health insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Client Service Associate to join our Wealth Management team in Seattle/Bellevue with a hybrid schedule. The CSA supports onboarding, account maintenance, reporting, and client communications to ensure exceptional service across custodians and teams.

You will work with Tamarac, Axys, Orion and Salesforce, assist with distributions and ad hoc reports, and help prepare client presentations and agendas while maintaining organized records.

Qualifications

• 1+ years relevant experience (including internships).
• Excellent written and verbal communication skills.
• Strong attention to detail, problem-solving, and analytical skills.
• Ability to multi-task under pressure, work independently, and in a team.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and ability to learn other software.
• Experience with Tamarac, Axys, Orion and Salesforce preferred.

Responsibilities

• Assisting clients and wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at custodians; initiating proactive follow-through.
• Assisting compliance and wealth management with internal and external requirements for new accounts and assets.
• Preparing and updating financial schedules, analyses, client presentations, and meeting agendas.
• Drafting and processing correspondence to clients and communicating via telephone and email.
• Assisting in tax season by sending account statements to CPAs and clients.
• Interacting with spreadsheet-driven reports and maintaining records and client data.

Skills

1+ years experience

Attention to detail

Communication skills

Multi-tasking

Microsoft Office

CRM: Salesforce

Tools

Tamarac

Axys

Orion

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Associate to join our Wealth Management team in Seattle/Bellevue with a hybrid schedule. The CSA supports onboarding, account maintenance, reporting, and client communications to ensure exceptional service across custodians and teams.

You will work with Tamarac, Axys, Orion and Salesforce, assist with distributions and ad hoc reports, and help prepare client presentations and agendas while maintaining organized records.