Client Service Associate

Focus Financial Partners is a leading financial services firm that provides integrated wealth management, family office, and business management services. They are seeking a Client Service Associate who will assist wealth advisors and Client Service Specialists with various client service tasks, ensuring efficient communication and documentation throughout the process.

Responsibilities

• Ensures meeting follow-up is delegated and completed promptly
• Facilitates task delegation and ensures prompt and complete follow-through
• Coordinates materials and reports for performance review process
• Manage RMD project for clients
• Prepares custodian paperwork
• Monitors and follows up through completion
• Client maintenance
• Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc
• All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm’s Directory
• Set up client portals in Orion
• Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware/software
• Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments
• Contributes to a team effort
• Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm’s image and accomplish results which support the goals of the company
• Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities

Skills

• Ensures meeting follow-up is delegated and completed promptly
• Facilitates task delegation and ensures prompt and complete follow-through
• Coordinates materials and reports for performance review process
• Manage RMD project for clients
• Prepares custodian paperwork
• Monitors and follows up through completion
• Client maintenance
• Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc
• All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm's Directory
• Set up client portals in Orion
• Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware/software
• Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments
• Contributes to a team effort
• Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm's image and accomplish results which support the goals of the company
• Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position's various responsibilities
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations
• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others
• Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time
• Dependability - Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan
• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
• Computer Skills: To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

Company Overview