Focus Partners Wealth · 3 hours ago
Client Service Associate
Atlanta, GA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $55K/yr
0+ years expFocus Partners Wealth is seeking a Client Service Associate to join their Wealth Management team. The role involves providing account support services, assisting clients with various requests, and maintaining records to ensure an exceptional client experience.
ConsultingFinancial Services
Responsibilities
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points
Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets
Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas
Drafting and processing correspondence to clients and communicating with clients by telephone and email
Assisting in tax season, e.g., sending account statements to CPAs and clients
Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients
Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases
Assist with the generation and delivery of ad hoc reports
Assist people in the office with DocuSign letters
Qualification
Required
Bachelor's degree required
Minimum 0-2 years relevant experience (including internships)
Strong attention to detail, communication, problem-solving, and analytical skills
Ability to multi-task under pressure, work independently, and work in a team
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology
Excellent written and verbal communication skills
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills
Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands
Preferred
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce)
Moderate understanding of investment products and investment operations
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Managing Director, Rocky Mountain Region
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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