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Focus Partners Wealth · 5 hours ago

Client Service Associate

Needham, MA

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $70K/yr

Focus Partners Wealth is a leading partnership of fiduciary wealth management firms, and they are seeking a Client Service Associate to assist with client service tasks and support wealth advisors. The role involves ensuring prompt follow-up on meetings, managing client maintenance, and contributing to a team effort to promote smooth workflow and resolve problems.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Ensures meeting follow-up is delegated and completed promptly. Facilitates task delegation and ensures prompt and complete follow-through

Coordinates materials and reports for performance review process

Manage RMD project for clients

Prepares custodian paperwork. Monitors and follows up through completion

Client maintenance. Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc. All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm’s Directory. Set up client portals in Orion

Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware/software

Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments

Contributes to a team effort. Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm’s image and accomplish results which support the goals of the company

Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities

Qualification

Client ServiceTechnical SkillsProblem SolvingComputer SkillsEthicsProfessionalismDependabilityAttendance/PunctualityLanguage SkillsMathematical SkillsReasoning AbilityTeamwork

Required

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations

Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others

Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time

Dependability - Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan

Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages

Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables

Computer Skills: To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software

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