Client Service Associate

Focus Financial Partners is a leading financial services firm that provides integrated wealth management, family office, and business management services. They are seeking a Client Service Associate who will assist wealth advisors and Client Service Specialists with various client service tasks, ensuring efficient communication and documentation throughout the process. 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 Skills - 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 - 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 - Medical - Dental - Vision - Life insurance - 401(k) Company Overview - Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is http://focusfinancialpartners.com.