Client Service Associate

Focus Financial Partners•Needham, MA

70d•$60,000 - $70,000•Hybrid

About The Position

Focus Partners is seeking a Client Service Associate to support its comprehensive, personalized financial planning services. The role partners closely with Wealth Advisors to strengthen client relationships and serves as a primary contact for operational and service needs. The associate owns requests from beginning to resolution, manages multiple timelines, and ensures work is handled accurately and thoughtfully within a collaborative team. The position provides end-to-end operational support for clients and advisors, including account servicing, asset transfers, money movement, documentation, and tax-related coordination. It also involves organizing and managing documents, coordinating tax materials and payments, submitting electronic tax filings, tracking filing acceptances and tax notices, and communicating proactively with clients and advisors. The position is non-exempt and offers an annualized base salary range of $60,000–$70,000. Actual pay may vary based on experience, expertise, work location, and skills. Additional compensation may include an annual cash bonus and benefits. The role follows a hybrid schedule requiring three days in the office per week, with the option to work remotely two days per week, or as assigned by the team leader.

Requirements

Bachelor’s degree and at least 1 year of relevant experience, including internships.
Strong self-initiated follow-through, time-management, and problem-solving skills, with consistent accuracy and care.
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and ability to learn other software and technology.
Clear and effective written and verbal communication skills.
Sound judgment and discretion when handling sensitive client information and financial transactions.
Ability to manage multiple priorities in a fast-paced environment while working independently and collaboratively.
Strong interest in financial planning and investments, with a desire to grow and develop in the role.

Nice To Haves

Salesforce experience.

Responsibilities

Deliver accurate and timely service to advisors and clients, owning issues through final resolution.
Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing operational support for account openings and maintenance, asset transfers, money movement, documentation, and requests.
Advocate for clients by demonstrating empathy and understanding of their requests and needs.
Manage and prioritize requests received through email, Microsoft Teams, phone, and Salesforce.
Communicate proactively with advisors and clients, provide timely updates, and manage expectations.
Process requests and transactions accurately and consistently in a fiduciary environment.
Coordinate tax return assembly and delivery using methods such as certified mail, FedEx, UPS, encrypted links or emails, and DocuSign.
Organize, scan, and store documents physically and within the department management system.
Coordinate the receipt and delivery of tax organizers, incoming and outgoing data, returns, tax payments, and bills with clients, advisors, and internal teams.
Submit electronic tax filings and track acceptances.
Manage and track tax notices, including state and local tax notices.