Client Service Associate

Client Service Associate

Nashville, TN

The Client Service Associate delivers exceptional, solutions-oriented service to advisors and clients, and they are viewed as an important extension of the advisory team.  The Client Service Associate acts as the primary contact and resource for all operational and service-related requests, ensuring timely and accurate execution.  This role partners closely with custodian partners and internal Focus Partners teams to provide a seamless service and operations experience.

Success in this role requires excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and a variety of requests with ranging complexity.  Proficiency in Salesforce or a similar CRM is essential for tracking and managing client cases and requests.  As part of a dynamic Client Service team, the Client Service Associate collaborates daily with teammates across Client Service, Operations, and the broader organization.

Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.  Occasional overtime may be required.  Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.  This role requires in-office attendance during business hours at our designated Company location.

This role is based in Nashville, TN

Primary 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
• 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; and
• Prepare, generate, and deliver quarterly reports

Qualifications:

• A Bachelor's degree with a minimum of 2+ years administrative experience in financial or professional services
  
• Familiarity with brokerage or registered investment advisory firm operations
  
• Strong mathematical aptitude; superb written and verbal communication skills
  
• Moderate understanding of investment products and investment operations is desired
  
• Solid analytical skills and attention to detail and organization
  
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology
  
• 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

The annualized base pay range for this role is expected to be between $60,000 - $65,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.