Client Service Associate

Focus Financial Partners

Albany, NY, United States
Base: $65,000-$70,000; bonus/equity: not specified...
Onsite
Client relationship management
Operational support
Multi-tasking
Support and strengthen client relationships as the primary point of contact for operational and service needs

Job Summary

  • Support and strengthen client relationships as the primary point of contact for operational and service needs.
  • Deliver accurate, timely service with a 'one-contact resolution' mindset.
  • Enjoy a hybrid work schedule with flexibility to work remotely up to 2 days per week.

Matching Summary

Support and strengthen client relationships as the primary point of contact for operational and service needs.

Salary

Base: $65,000-$70,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Client relationship management
  • Operational support
  • Multi-tasking
  • Communication skills
  • Attention to detail
  • Microsoft Office proficiency

Nice-to-have

  • Salesforce experience
  • Financial planning interest
  • Collaborative team environment

Key Requirements

  • Bachelor’s Degree
  • 2+ years of industry related experience
  • Proficiency in Microsoft Office
  • Salesforce experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter