Focus Financial Partners is a leading financial services firm that offers integrated wealth management services. They are seeking a Client Service Associate to provide account support services, assist clients and wealth management teams, and ensure compliance with internal and external requirements.

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

• 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
• Excellent written and verbal communication skills
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
• 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
• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred
• Moderate understanding of investment products and investment operations is desired

Benefits

• Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
• Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Company Overview