Client Service Associate

Focus Financial Partners

New York, NY, United States
Base: $65,000-$70,000; bonus/equity: annual cash b...
On-site
Bachelor's degree with 1+ years experience
Proficiency in microsoft office applications
Strong time management and problem-solving skills
The role involves partnering closely with Wealth Advisors to support client relationships and serve as the primary point of contact for operational needs

Job Summary

  • The role involves partnering closely with Wealth Advisors to support client relationships and serve as the primary point of contact for operational needs.
  • Focus Financial Partners offers a hybrid work schedule requiring 3 days in the office per week with flexibility for remote work.
  • This position is non-exempt with an annualized base salary range between $65,000 and $70,000 plus potential bonuses and comprehensive benefits.

Matching Summary

The role involves partnering closely with Wealth Advisors to support client relationships and serve as the primary point of contact for operational needs.

Salary

Base: $65,000-$70,000; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, 401(k)

Skills & Requirements

Must-have

  • Bachelor's Degree with 1+ years experience
  • Proficiency in Microsoft Office applications
  • Strong time management and problem-solving skills
  • Clear written and verbal communication skills
  • Ability to manage multiple priorities in fast-paced environment

Nice-to-have

  • Salesforce experience preferred
  • Interest in financial planning and investments
  • Desire to grow within a collaborative team
  • Experience handling sensitive client information

Key Requirements

  • Bachelor's Degree required
  • Minimum 1 year relevant experience including internships
  • Proficiency in Salesforce (preferred)

Work Rights

Not specified

Tailored Resume

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