Client Service Associate
Focus Partners Wealth is seeking a Client Service Associate to join their Wealth Management team, dedicated to providing an exceptional experience for every client. The role involves account support services such as onboarding, account maintenance, and portfolio accounting, while supporting multiple wealth advisory teams.
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
- An annual cash bonus
- A comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
- 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.
Company Overview