Client Service Associate

Focusfinancialpartners

Bethesda, MD, United States
Base: $55,000-$65,000; bonus/equity: annual cash b...
On-site
Assist wealth advisors and specialists
Coordinate performance review materials
Manage rmd projects
The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists

Job Summary

  • The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists.
  • Responsibilities include ensuring meeting follow-up, coordinating performance review materials, managing RMD projects, and preparing custodian paperwork.
  • Focus provides team members the flexibility to work a hybrid schedule with 3 days in office and 2 days remote per week.

Matching Summary

The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists.

Salary

Base: $55,000-$65,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Assist wealth advisors and specialists
  • Coordinate performance review materials
  • Manage RMD projects
  • Prepare and monitor custodian paperwork
  • Maintain client records in Salesforce
  • Proficient in Microsoft Office Suite
  • Work in a fast-paced environment
  • Adhere to compliance policies

Nice-to-have

  • Contribute to team effort
  • Promote smooth workflow
  • Advance firm's image
  • Identify and resolve problems
  • Advance the firm's image

Key Requirements

  • Microsoft Office Suite proficiency
  • Salesforce and Orion system knowledge
  • Ability to work under pressure
  • Strong attention to detail
  • Mathematical and reasoning skills
  • Ability to read and write business correspondence

Work Rights

Not specified

Tailored Resume

Cover Letter