Partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs
Job Summary
Partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs.
Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.
Focus provides team members the flexibility to work a hybrid schedule, with 3 days in office work required per week.
Matching Summary
Partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs.
Salary
Base: $55,000-$60,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)
Skills & Requirements
Must-have
Comprehensive financial planning
Client relationship support
End-to-end operational support
Proactive communication with advisors and clients
Accuracy in processing requests and transactions
Nice-to-have
Desire to grow within a collaborative team
Empathy and understanding of client needs
Interest in financial planning and investments
Key Requirements
Bachelor’s Degree with 1+ years relevant experience