Client Service Associate

Focus Financial Partners

Pittsburgh, PA, United States
Base: $55,000-$60,000; bonus/equity: annual cash b...
Hybrid (3 days on-site, 2 days remote)
Bachelor's degree with 1+ years experience
Proficiency in microsoft office applications
Strong time management and problem-solving skills
Focus Financial Partners is seeking a Client Service Associate in Pittsburgh, PA, to enhance client relationships and support Wealth Advisors through operational tasks. The role requires strong communication, time management skills, and a keen interest in financial planning

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 pay range between $55,000 and $60,000 plus benefits.

Matching Summary

Match Score: 85

Focus Financial Partners is seeking a Client Service Associate in Pittsburgh, PA, to enhance client relationships and support Wealth Advisors through operational tasks. The role requires strong communication, time management skills, and a keen interest in financial planning.

Salary

Base: $55,000-$60,000; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 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

Nice-to-have

  • Salesforce experience preferred
  • Interest in financial planning and investments
  • Desire to grow within a collaborative team

Key Requirements

  • Bachelor's Degree required
  • 1+ year relevant experience including internships
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

Work Rights

Not specified

Tailored Resume

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