Client Service Associate at Focus Partners in New York, NY

Summary: Focus Partners Wealth is seeking a Client Service Associate to join their growing team, which takes a comprehensive approach to financial planning. The role involves partnering closely with Wealth Advisors to support client relationships and manage operational service needs effectively. Responsibilities: - Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution - Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests - Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs - Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service - Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations - Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment Required Qualifications: - Bachelor's Degree with 1+ years relevant experience (including internships) - Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care - Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology - Clear and effective written and verbal communication skills - Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions - Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively - Strong interest in financial planning and investments, with a desire to grow and develop in the role Preferred Qualifications: - Salesforce experience preferred Required Skills: Microsoft Office, Salesforce, Financial planning, Investments, Self-initiated follow-through, Clear, effective written, Sound judgment, Discretion Benefits: Annual cash bonus, Comprehensive benefits package, Medical, Dental, Vision, Life insurance, 401(k)