Wealth Management Client Service Associate (Hybrid)

Focus Partners; Seattle (WA); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Focus Partners is seeking a Client Service Associate to join our Wealth Management team. The CSA provides account support, onboarding, maintenance, distributions, and portfolio accounting/reporting for multiple wealth advisory teams.

The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week. The ideal candidate has 1+ years of experience and strong communication, technical, and organizational skills.

Qualifications

• 1+ years relevant experience (including internships).
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure, work independently, and work in a team.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
• Excellent written and verbal communication skills.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Moderate understanding of investment products and investment operations is desired.
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
• Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

Responsibilities

• Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points.
• Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.
• Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas.
• Drafting and processing correspondence to clients and communicating with clients by telephone and email.
• Assisting in tax season, e.g., sending account statements to CPAs and clients.
• Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients.
• Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.
• Assist with the generation and delivery of ad hoc reports.
• Assist people in the office with DocuSign letters.

Skills

Attention to detail

Communication

Problem-solving

Analytical

Multi-tasking

Microsoft Office

Outlook

Word

Excel

PowerPoint

CRM Salesforce

Tamarac

Axys

Orion

Tools

Salesforce

Tamarac

Axys

Orion

Job description

Focus Partners is seeking a Client Service Associate to join our Wealth Management team. The CSA provides account support, onboarding, maintenance, distributions, and portfolio accounting/reporting for multiple wealth advisory teams.

The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week. The ideal candidate has 1+ years of experience and strong communication, technical, and organizational skills.