Wealth Client Services Specialist - End-to-End Support

Focus Partners Wealth; 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) plan

Annual cash bonus

Job summary

Focus Partners seeks a Client Service Associate to join our growing team in Scottsdale. You will partner with Wealth Advisors to support client relationships and handle operational needs from account openings to transfers, ensuring accuracy and timely service.

This non-exempt role requires a Bachelor's degree and 1+ years of experience, with strong communication and MS Office/Salesforce proficiency. Competitive compensation and benefits offered in a collaborative wealth-management firm.

Qualifications

• Bachelor’s degree preferred with 1+ years relevant experience.
• 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, and proven ability to learn other software and technology.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.
• Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
• Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
• Manage and prioritize multiple advisor and client requests across email, Teams, phone, and Salesforce while providing excellent service.
• Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
• Ensure precision and consistency in processing requests and transactions in a fiduciary environment.
• In-office support responsibilities include answering phones, scheduling meetings, maintaining calendars, and keeping the kitchen stocked.

Skills

Microsoft Office

Salesforce

Communication skills

Time management

Attention to detail

Education

Bachelor's degree

Job description

Focus Partners seeks a Client Service Associate to join our growing team in Scottsdale. You will partner with Wealth Advisors to support client relationships and handle operational needs from account openings to transfers, ensuring accuracy and timely service.

This non-exempt role requires a Bachelor's degree and 1+ years of experience, with strong communication and MS Office/Salesforce proficiency. Competitive compensation and benefits offered in a collaborative wealth-management firm.