Client Service Associate

Focus Financial Partners•Boston, MA

67d•$60,000 - $65,000•Hybrid

About The Position

Focus Partners is seeking a Client Service Associate to support a team delivering comprehensive financial planning and personalized advice aligned with clients’ goals and long-term priorities. The role partners closely with Wealth Advisors to strengthen client relationships and serves as the primary point of contact for operational and service needs. The associate owns requests from initiation through resolution, coordinates multiple timelines, and ensures work is completed accurately and thoughtfully. The position offers an opportunity to grow within a collaborative team. The position follows a hybrid schedule, requiring three days per week in the office and allowing remote work two days per week, or as assigned by the team leader. It is a non-exempt position with an expected annualized base salary range of $60,000–$65,000. Actual base pay may vary based on factors including experience, subject matter expertise, work location, and skill set. Additional compensation may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k).

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 in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and the 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, timely service to advisors and clients, taking full 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, account 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 requests across email, Microsoft Teams, phone, and Salesforce.
Communicate proactively with advisors and clients, providing timely updates and managing expectations.
Process requests and transactions precisely and consistently, recognizing the importance of accuracy in a fiduciary environment.