Wealth Management Client Service Associate — Hybrid

LE0123 Focus Partners Wealth LLC; Seattle (WA); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests at custodians. You will assist compliance, prepare financial schedules and client presentations, and communicate with clients by phone and email while maintaining records in the firm’s databases.

Hybrid schedule—3 days in office per week with up to 2 remote days—offers a collaborative environment in Seattle.

Qualifications

• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure and work in a team.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and ability to learn other software.

Responsibilities

• Assist clients and wealth management team with account applications, asset-transfer forms, and client-specific requests at custodians.
• Assist compliance and wealth management with internal/external requirements for new accounts and assets.
• Prepare and update financial schedules and analyses, client presentations, and meeting agendas.
• Draft and process client correspondence via telephone and email.
• Assist in tax season by sending statements to CPAs and clients.
• Interact with spreadsheet-driven reports for the wealth management team and clients.
• Maintain electronic and physical records and update client information in databases.
• Assist with generation and delivery of ad hoc reports.
• Help with DocuSign letters as needed.

Skills

Attention to detail

Communication

Problem-solving

Analytical skills

Teamwork

Tools

Microsoft Office

Job description

Focus Partners Wealth LLC is seeking a Client Service Associate to support the Wealth Management team with account applications, asset transfers, and client requests at custodians. You will assist compliance, prepare financial schedules and client presentations, and communicate with clients by phone and email while maintaining records in the firm’s databases.

Hybrid schedule—3 days in office per week with up to 2 remote days—offers a collaborative environment in Seattle.