Client Service Associate

Focus Partners Wealth • Bellevue, WA

6d • $65,000 - $75,000 • Hybrid

About The Position

Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams.

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.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

Requirements

• Bachelor’s degree required.
• 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.

Nice To Haves

• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
• Moderate understanding of investment products and investment operations is desired.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level