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Focus Partners Wealth · 7 hours ago

Client Service Associate

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $90K/yr

5+ years exp

Focus Partners Wealth is seeking a Client Service Associate, providing a broad range of technical and client management support to firm senior advisors, advisors, and clients. The role involves managing client relationships and ensuring a seamless client service experience while maintaining high ethical and professional standards.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Manage all aspects of account administration, including new account onboarding, transfers, money movements, closures, and client-specific updates. Proactively monitor account activity, escalate issues, and ensure timely execution while maintaining clear communication with stakeholders

Prepare and process alternative investment paperwork, including funding requests and capital calls

Coordinate with multiple custodian teams to resolve account inquiries, facilitate tax document distributions, and ensure accurate processing of client requests

Serve as a trusted member of the Advisor’s team, building strong relationships with clients, advisors, custodians, intermediaries, and the broader Wealth Management team

Collaborate regularly with advisors to align priorities, provide timely updates on client service tasks, and escalate issues as needed

Own the client service experience by ensuring timely, accurate processing of client requests and proactively resolving potential issues

Provide clear, proactive communication to internal/external clients, offering regular updates on request status to ensure a seamless experience

Manage sophisticated client-related inquiries with professionalism and efficiency, maintaining a solutions-oriented approach under pressure

Think creatively to solve problems, helping advisors and clients navigate complex situations with clarity and efficiency

Conduct virtual walkthroughs when needed, guiding clients through forms, portals, and complex processes to enhance understanding

Maintain accurate client records, ensuring data integrity across CRM, electronic files, and all other internal/external systems

Enhance team efficiency by contributing to training initiatives and maintaining up to date resources, including the CSA OneNote and Training Guide on an ongoing basis

Proactively support peers in navigating complex situations and share best practices to enhance team effectiveness

Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience

Qualification

Client service experienceRIA brokerage operationsCustodial platforms expertiseAnalytical mindsetMicrosoft Office proficiencyOrganizational skillsCommunication skillsInterpersonal skillsProblem-solving skillsDetail-oriented

Required

Bachelor's Degree with 5+ years of client service experience in wealth management or 8+ years in financial services

A growth mindset with the ability to adapt, take initiative and anticipate needs to help the Wealth Management team solve problems and provide creative solutions

RIA brokerage operations experience, preferably with prior RIA end-client exposure

Highly detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines

Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies

Ability to prioritize multiple competing tasks and demands

Exceptional written and verbal communication skills with the ability to convey complex information clearly and professionally

Strong interpersonal skills to collaborate effectively with clients, advisors and internal teams

Analytical and problem-solving mindset, including strong mathematical aptitude

Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint

Preferred

Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees