Client Service Associate

Focus Partners Wealth•Scottsdale, AZ

About The Position

Focus Partners is seeking a Client Service Associate to partner closely with Wealth Advisors in supporting and strengthening client relationships. The role serves as a primary point of contact for operational and service needs, taking ownership of requests from start to finish, managing multiple timelines, and ensuring work is completed accurately and thoughtfully. The position requires clear communication, attention to detail, and an interest in growing within a collaborative team. The Client Service Associate provides end-to-end operational support for client accounts and requests, coordinates with custodians, operations, advisors, and clients, and maintains proactive communication throughout the process. The role also supports tax-season document requests and provides in-office administrative assistance, including phones, calendars, meeting scheduling, and general office needs. This is a non-exempt position.

Requirements

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 in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
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.

Nice To Haves

Bachelor’s degree preferred.
Salesforce experience preferred.

Responsibilities

Deliver accurate, timely service to advisors and clients, taking ownership of issues through final resolution.
Serve as the primary liaison among custodians, the operations team, advisors, and clients.
Provide end-to-end operational support for account openings and maintenance, asset transfers, money movement, required documentation, and client- or advisor-initiated requests.
Advocate for clients by demonstrating empathy and understanding of their requests and needs.
Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce.
Maintain clear, proactive communication with advisors and clients, provide timely updates, and manage expectations.
Process requests and transactions with precision and consistency in a fiduciary environment.
Assist during tax season, including sending account statements and 1099s to CPAs and clients.
Provide in-office support, including answering phones, scheduling meetings, maintaining calendars, and keeping the kitchen stocked.
Assist with other general office needs.