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$65k–$70k/yr
Full-time
bachelor degree
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, 401(k), Annual Cash Bonus
Posted 56d ago
~40 hrs/week
Responsibilities
The Client Service Associate serves as the primary point of contact for operational needs, managing account openings, asset transfers, and money movement. They partner with Wealth Advisors to strengthen client relationships and ensure accurate, timely resolution of all service requests.
Requirements
Candidates must have a Bachelor's degree and at least 2 years of industry-related experience. Proficiency in Microsoft Office is required, and experience with Salesforce is preferred.
Full job description
Position Summary
Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.
In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Primary Responsibilities
Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.
Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.
Qualifications:
Bachelor’s Degree with 2+ years of industry related experience.
Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.
Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
Strong interest in financial planning and investments, with a desire to grow and develop in the role.
This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$70,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
#LI-SA1
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, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be foundhere
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Offering a personalized approach to wealth management, delivering services through Focus Partners Wealth, LLC.
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Clayton, Missouri
LinkedIn followers
14,124
Focus 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 adviser 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.adviserinfo.sec.gov.
Offices: 190 Carondelet Plaza, Suite 600, Clayton, Missouri 63105, US · 111 Central Ave, Asheville, North Carolina 28801, US · 696 Mistletoe Rd, Ashland, Oregon 97520, US · 3 Atrium Dr, Suite 265, Albany, New York 12205, US · 3535 Piedmont Rd NE, Atlanta, Georgia 30305, US
How many Finance & Accounting jobs are open in Albany, NY right now?
There are currently 148 open finance & accounting positions in Albany, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Albany, NY?
Companies currently hiring include Broadview Federal Credit Union, Albany Medical Center, Clearbrook, KeyBank, The Bonadio Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Albany, NY?
Yes — 29 of the 148 open finance & accounting positions offer remote or hybrid work (5 remote, 24 hybrid).
How do I apply for Finance & Accounting jobs in Albany, NY?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.