Wealth Client Services Specialist

LE0123 Focus Partners Wealth LLC; Scottsdale (AZ); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth LLC is seeking a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will act as the primary contact for operational and service needs, taking ownership from start to finish and ensuring accuracy in a fiduciary environment.

The role emphasizes clear communication, attention to detail, and the ability to manage multiple requests across channels. It is a non-exempt, on-site position in Scottsdale, AZ with benefits and growth

Qualifications

• Bachelor’s degree preferred with 1+ years relevant experience (including internships).
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Salesforce experience preferred.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset; own issues through final resolution.
• Serve as primary liaison among custodians, operations, advisors and clients; provide end-to-end operational support (account openings, maintenance, asset transfers, money movement, documentation).
• Advocate for clients with empathy and understanding of needs.
• Manage multiple advisor and client requests across email, Teams, phone and Salesforce; provide excellent service.

Skills

Clear and effective communication

Self-initiated follow-through

Time management

Problem solving

Judgment and discretion

Education

Bachelor’s degree preferred

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Salesforce

Job description

Focus Partners Wealth LLC is seeking a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will act as the primary contact for operational and service needs, taking ownership from start to finish and ensuring accuracy in a fiduciary environment.

The role emphasizes clear communication, attention to detail, and the ability to manage multiple requests across channels. It is a non-exempt, on-site position in Scottsdale, AZ with benefits and growth