Client Service Associate

Focus Financial Partners•Scottsdale, AZ

10d•$60,000 - $65,000

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, coordinating multiple timelines, and ensuring work is completed accurately and thoughtfully. It is suited to someone who values detail, communicates clearly, and wants to grow within a collaborative team. The associate provides end-to-end operational support for advisors and clients, including account openings and maintenance, asset transfers, money movement, required documentation, and follow-through on requests. The position also supports tax-season document delivery and general in-office needs. The role is non-exempt. The annualized base salary range is $60,000–$65,000; actual pay may vary based on experience, expertise, work location, and skills. Other compensation may include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

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.
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, operations, advisors, and clients, providing operational support for account openings, account maintenance, asset transfers, money movement, required documentation, and client- or advisor-initiated requests.
Advocate for clients by showing empathy and understanding of their requests and needs.
Manage and prioritize requests across email, Microsoft Teams, phone, and Salesforce.
Communicate proactively 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 by sending account statements and 1099s to clients and CPAs.
Provide in-office support, including answering phones, scheduling meetings, maintaining calendars, and keeping the kitchen stocked.
Handle sensitive client information and financial transactions with sound judgment and discretion.