Client Service Associate

Focusfinancialpartners

Scottsdale, AZ, United States
Base: $55,000-$60,000; bonus/equity: annual cash b...
On-site
Client service tasks
Assisting wealth advisors
Meeting follow-up
The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists, ensuring client service tasks are completed promptly

Job Summary

  • The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists, ensuring client service tasks are completed promptly.
  • Responsibilities include managing client maintenance, preparing custodian paperwork, coordinating performance review materials, and managing RMD projects.
  • The company offers a hybrid work schedule, with 3 days in office and 2 days remote, and a comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).

Matching Summary

The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists, ensuring client service tasks are completed promptly.

Salary

Base: $55,000-$60,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Client service tasks
  • Assisting wealth advisors
  • Meeting follow-up
  • Custodian paperwork
  • Client correspondence documentation
  • Microsoft Office Suite proficiency
  • Fast-paced environment
  • Attention to detail
  • Compliance policies and procedures

Nice-to-have

  • Team effort contribution
  • Problem solving skills
  • Continuous learning
  • Interacting with other employees
  • Promoting smooth workflow

Key Requirements

  • Ability to operate computers using Microsoft Office
  • Ability to work in a fast-paced environment
  • Working knowledge of compliance and operational policies
  • Ability to read, analyze, and interpret business periodicals
  • Ability to calculate figures and amounts
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Knowledge of Accounting software, Contact Management systems, Database software, Internet software, Spreadsheet software and Word Processing software

Work Rights

Not specified

Tailored Resume

Cover Letter