Job summary
Job post source
This job is directly from Focus Partners Wealth
Job overview
The Client Service Associate at Focus Partners Wealth provides essential client and advisor support, ensuring smooth operations and exceptional service as part of the advisory team.
Responsibilities and impact
The role involves managing client and advisor communications, handling operational tasks like account openings and transactions, resolving issues with internal teams and custodians, maintaining accurate client data in CRM systems, and fostering team collaboration.
Compensation and benefits
The annual base salary ranges from $70,000 to $75,000, with total compensation varying by experience and location; additional benefits are not specified.
Experience and skills
Candidates need 2+ years in the RIA industry with client-facing and custodian interaction experience, proficiency in Salesforce or similar CRM, strong organizational and communication skills, and the ability to multitask in a fast-paced environment.
Work environment and culture
The company values a collaborative, inclusive, and positive team culture, emphasizing adaptability, innovation, and client-focused service.
Company information
Focus Partners Wealth is a registered investment advisor offering comprehensive wealth, asset, and business management services focused on personalized client growth and financial planning.
Team overview
The Client Service Associate works within a dynamic, geographically dispersed Client Service team collaborating closely with Operations and advisory teams.
Job location and travel
The role requires in-office attendance during business hours at the company's designated location, following the Remote Work Policy.
Unique job features
The position demands flexibility to handle fluctuating workloads due to market conditions and requires proficiency in CRM tools and multitasking across multiple systems.
Company overview
Focus Partners Wealth is a financial advisory firm specializing in wealth management, investment strategies, and financial planning services for individuals, families, and businesses. They generate revenue through advisory fees, portfolio management, and consulting services tailored to clients' financial goals. The company emphasizes a client-centric approach, leveraging personalized strategies and market expertise to optimize financial outcomes. Founded with a mission to provide transparent and comprehensive financial guidance, Focus Partners Wealth has built a reputation for trust and long-term client relationships in a competitive industry. Understanding their commitment to innovation and client success is essential for any prospective candidate.
How to land this job
Tailor your resume to emphasize your experience in client service within the RIA industry, highlighting your direct interaction with advisors, clients, and custodians such as Charles Schwab or Pershing.
Showcase your proficiency with Salesforce or similar CRM platforms, as well as your ability to manage multiple operational tasks like account openings, monetary transactions, and paperwork processing.
Highlight your strong communication skills, both verbal and written, with examples of managing complex client requests and providing proactive updates to build trust and ensure resolution.
Apply through multiple channels including Focus Partners Wealth's corporate careers page, LinkedIn job postings, and relevant finance job boards to maximize your application visibility.
Connect on LinkedIn with current Client Service Associates or team members in the Client Service division at Focus Partners Wealth; use ice breakers like commenting on a recent company initiative or asking about the day-to-day challenges in their role to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'Salesforce,' 'operational support,' 'custodian interaction,' and 'problem solving' to ensure it passes automated screening systems.
Utilize Jennie Johnson's Power Apply feature to automate applying through multiple platforms, tailor your resume with relevant keywords, and identify LinkedIn contacts for networking, allowing you to focus your energy on preparing for interviews and further research.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.