Wealth Client Services & Operations Associate

Focus Financial Partners; Hingham (MA); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual cash bonus

Flexible hybrid schedule

Job summary

Focus Financial Partners is seeking a Client Service Associate to join their team in Hingham, Massachusetts. In this role, you'll support client relationships and manage service needs as the primary point of contact. You will work closely with Wealth Advisors and need to excel in communication, detail orientation, and problem-solving.

This position offers a hybrid work schedule, requiring three days in the office and two days remote. A competitive salary range of $60,000-$65,000 is provided, along with comprehensive benefits.

Qualifications

• 1+ years relevant experience (including internships) required.
• Demonstrates sound judgment when handling sensitive information.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide accurate, timely service to advisors and clients.
• Act as the primary liaison among various teams.
• Ensure precision in processing requests and transactions.

Skills

Self-initiated follow-through

Time management

Problem-solving skills

Communication skills

Interest in financial planning and investments

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

Salesforce

Job description

Focus Financial Partners is seeking a Client Service Associate to join their team in Hingham, Massachusetts. In this role, you'll support client relationships and manage service needs as the primary point of contact. You will work closely with Wealth Advisors and need to excel in communication, detail orientation, and problem-solving.

This position offers a hybrid work schedule, requiring three days in the office and two days remote. A competitive salary range of $60,000-$65,000 is provided, along with comprehensive benefits.