Client Service Associate at Focus Partners in Boston, MA

Summary: Focus Partners Wealth is seeking a Client Service Associate to join their growing team. The role involves supporting Wealth Advisors and managing client relationships, ensuring accurate and timely service while advocating for clients' needs. 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 Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, Financial planning, Investments Benefits: Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader., Annual cash bonus, A comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)