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

Salary

Base: $60,000-$70,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Key Requirements

• Bachelor's Degree
• 1+ years relevant experience
• Proficiency in Microsoft Office
• Salesforce experience preferred

Work Rights