Wealth Client Services Specialist - Hybrid

Focus Financial Partners; Washington (District of Columbia); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, vision

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team. You will be the primary contact for operational and service needs, partnering with Wealth Advisors to support client relationships and take ownership of requests from start to finish.

The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week, plus a base pay range of $60,000–$65,000 with potential bonus and comprehensive benefits.

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.
• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
• Ability to manage multiple priorities in a fast‑paced environment while working both independently and collaboratively.
• Strong interest in financial planning and investments, with a desire to grow and develop in the role.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one-contact resolution mindset.
• Serve as primary liaison among custodians, operations, advisors and clients, handling account openings, maintenance, asset transfers, money movement, documentation, and proactive follow‑through.
• Act as a strong advocate for clients, demonstrating empathy and understanding of their requests and needs.
• Manage and prioritize multiple advisor and client requests across email, Teams, phone, and Salesforce with 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.

Skills

Bachelor's degree

Time management

Problem solving

MS Office

Salesforce

Communication skills

Prioritization

Financial planning

Education

Bachelor's degree

Tools

Outlook

Word

Excel

PowerPoint

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Associate to join our growing team. You will be the primary contact for operational and service needs, partnering with Wealth Advisors to support client relationships and take ownership of requests from start to finish.

The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week, plus a base pay range of $60,000–$65,000 with potential bonus and comprehensive benefits.