Relationship Support Associate
About The Position
The Relationship Support Associate supports Relationship Managers at FocusPoint Solutions in serving independent Registered Investment Advisors (RIAs) who use FocusPoint for operational, compliance, technology, and practice management services. The role provides the administrative and operational support needed to deliver high-touch service, build strong advisor relationships, and act as a trusted resource for account servicing, operations, and platform use. The position calls for exceptional attention to detail, strong communication, efficient execution, and the ability to manage multiple priorities. This is an on-site position. The stated starting base salary range is $60,000 to $70,000, exclusive of bonuses and benefits.
Requirements
- Bachelor's degree or equivalent demonstrated through work experience, training, military experience, or education.
- 1–3 years of experience in client service, relationship management, operations, or financial services.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office Suite and CRM systems.
- Commitment to providing exceptional client and advisor service.
- Ability to use AI tools effectively in daily work, including crafting prompts, evaluating AI-generated content for accuracy and appropriateness, and integrating AI to improve productivity while maintaining quality.
- Willingness to learn new AI applications and understand their appropriate use cases and limitations, with continued adaptation as AI tools and methods evolve.
Responsibilities
- Process custodial paperwork accurately and promptly.
- Verify that custodians have accurately processed paperwork submitted by advisors.
- Set up new accounts and maintain existing account information in portfolio management systems.
- Assist with account maintenance and operational requests, including trading-related activities.
- Ensure service requests are completed according to established procedures.
- Research and resolve account or custodial issues, escalating concerns when necessary.
- Respond promptly to advisor service requests.
- Work with custodians to resolve issues raised by advisors and Relationship Managers.
- Serve as a resource for operational questions and support needs.
- Obtain and prepare reports for Relationship Managers to share with advisors.
- Provide administrative and operational support to advisor-facing teams.
- Assist Relationship Managers with billing activities and ongoing billing maintenance.
- Maintain account records in portfolio management systems and ensure processed client and account information is accurate.
- Support operational tracking and documentation needs.
Benefits
- Training and professional development.
- Medical, dental, and vision coverage for eligible full-time employees and their families.
- Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
- Employer-paid and voluntary life and AD&D insurance.
- Employer-paid short-term and long-term disability and workers compensation.
- 401(k) with match and profit sharing.
- Wellness programs and resources.
- Voluntary benefits, including pet insurance.
- 18 days of paid time off accrued annually, increasing to 25 days after four years of service.
- 12 paid holidays each year, including 10 predetermined and 2 floating days.
- Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
- Reimbursement for tuition, licensing, and other credentials after meeting service requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
