Associate, Client Service Solutions

Focus Financial Partners

Boston, Massachusetts, US
Base: $60,000–$70,000; bonus/equity: annual cash b...
On-site
Daily cashiering and money movement reconciliation
Account opening and asset transfer processes
Maintain accurate client information in database
The Client Service Solutions team supports integral operating functions including client relationship support and cashiering

Job Summary

  • The Client Service Solutions team supports integral operating functions including client relationship support and cashiering.
  • Candidates will lead account opening projects and interface directly with external custodian banks for asset transfers.
  • The role offers a comprehensive benefits package including medical, dental, vision, life insurance, and 401(k) alongside an annual cash bonus.

Matching Summary

The Client Service Solutions team supports integral operating functions including client relationship support and cashiering.

Salary

Base: $60,000–$70,000; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Daily cashiering and money movement reconciliation
  • Account opening and asset transfer processes
  • Maintain accurate client information in database
  • Interface with external custodian banks
  • Support alternative investment processing

Nice-to-have

  • Strong attention to detail and organization
  • Ability to multi-task effectively
  • Proactive problem-solving initiative
  • Excellent written and oral communication skills
  • Experience managing processes and reviewing work

Key Requirements

  • Bachelor's degree required
  • 1+ years experience in financial services operations preferred
  • Proficiency in Microsoft Excel
  • Experience with investment accounting platforms or CRM tools

Work Rights

Not specified

Tailored Resume

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