Wealth Client Services Specialist (Hybrid)

Focus Financial Partners; Needham (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Focus Financial Partners is seeking a Client Service Associate to join our growing team. The role partners with Wealth Advisors to support client relationships and acts as the primary liaison for operational needs, from account openings to money movements, with a focus on accuracy and fiduciary care.

The position supports a hybrid schedule: 3 days in office per week, with the option to work remotely 2 days per week, or as assigned by team leader.

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, and proven ability to learn other software and technology. Salesforce experience preferred.

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, Microsoft 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, recognizing the importance of accuracy in a fiduciary environment.
• Coordinate tax return assembly & delivery (certified mailings, FedEx, UPS, encrypted links/emails & DocuSign).
• Responsible for overall document organization including scanning and storage, both physical & within department management system.
• Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, advisors, and internal teams.
• Submit electronic tax filings and track acceptances.
• Manage and track notices, included state and local tax notices.

Education

Bachelor’s Degree

Tools

Outlook

Word

Excel

PowerPoint

Salesforce

Job description

Focus Financial Partners is seeking a Client Service Associate to join our growing team. The role partners with Wealth Advisors to support client relationships and acts as the primary liaison for operational needs, from account openings to money movements, with a focus on accuracy and fiduciary care.

The position supports a hybrid schedule: 3 days in office per week, with the option to work remotely 2 days per week, or as assigned by team leader.