Client Service Associate

Focus Financial Partners

Needham, MA, United States
Base: $60,000-$65,000; bonus/equity: annual cash b...
Hybrid (3 days on-site, 2 days remote)
Comprehensive financial planning approach
Personalized advice aligned with client goals
Primary point of contact for operational needs
Focus Financial Partners is seeking a Client Service Associate in Needham, MA, to enhance client relationships through operational support in a collaborative environment. The role requires strong organizational and communication skills, along with a keen interest in financial planning

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.
  • Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.

Matching Summary

Match Score: 75

Focus Financial Partners is seeking a Client Service Associate in Needham, MA, to enhance client relationships through operational support in a collaborative environment. The role requires strong organizational and communication skills, along with a keen interest in financial planning.

Salary

Base: $60,000-$65,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Comprehensive financial planning approach
  • Personalized advice aligned with client goals
  • Primary point of contact for operational needs
  • Ownership of requests from start to finish
  • Accurate and thoughtful work completion
  • Clear communication skills
  • Collaborative team environment

Nice-to-have

  • Empathy and understanding of client needs
  • Proactive communication and expectation management
  • Desire to grow within the role

Key Requirements

  • Bachelor's Degree with 1+ years relevant experience
  • Proficiency in Microsoft Office Suite
  • Salesforce experience preferred
  • Ability to manage multiple priorities

Work Rights

Not specified

Tailored Resume

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