Wealth Client Support Specialist

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

Benefits offered by this job

Annual cash bonus

Benefits package (medical, dental, 401

Job summary

Focus Partners is seeking a Client Service Associate to join our growing team in Scottsdale. You will partner closely with Wealth Advisors to support client relationships and serve as the primary point of contact for operational and service needs, owning requests from start to finish.

You will manage multiple timelines, communicate clearly, and grow within a collaborative environment. Proficiency in MS Office and Salesforce is preferred, with a Bachelor's degree and 1+ years of experience.

Qualifications

• Bachelor’s Degree preferred 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.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset.
• Serve as the primary liaison among custodians, operations, advisors, and clients for end-to-end operational support.
• Act as a strong advocate for clients, demonstrating empathy and understanding of requests and needs.
• Manage and prioritize multiple advisor and client requests across email, Teams, phone, and Salesforce.
• Maintain clear, proactive communication with advisors and clients, providing timely updates.
• Ensure precision and consistency in processing requests and transactions in a fiduciary environment.
• Assist in tax season tasks, such as sending accounts statements and 1099s to CPAs and clients.
• In-office duties include answering phones, scheduling meetings, maintaining calendars, and kitchen upkeep.

Skills

MS Office

Salesforce experience

Communication skills

Time management

Problem solving

Education

Bachelor's Degree preferred

Tools

Salesforce

MS Office

Job description

Focus Partners is seeking a Client Service Associate to join our growing team in Scottsdale. You will partner closely with Wealth Advisors to support client relationships and serve as the primary point of contact for operational and service needs, owning requests from start to finish.

You will manage multiple timelines, communicate clearly, and grow within a collaborative environment. Proficiency in MS Office and Salesforce is preferred, with a Bachelor's degree and 1+ years of experience.