Jobs in the United States

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Added 1 min ago
Business Development Manager - Aerospace Cumings Microwave Materials
PPG
Avon, MA
Candidates must have or be eligible to obtain secret clearance
Added 2 mins ago
Administrative Specialist
MVP Recovery
West Chester, PA
…behavioral health team, providing administrative, scheduling, client intake, and customer service support to ensure efficient daily operations. This position functions as the first point of…
Added 3 mins ago
AVP, IT Enterprise Applications and Architecture
Realty Income Corporation
San Diego, CA
Realty Income is seeking an Associate Vice President, Enterprise Applications to lead the strategy, governance, delivery, and continuous improvement of our enterprise application portfolio.…
Added 3 mins ago
Assistant General Manager
DRIFTWOOD HOSPITALITY MANAGEMENT
Plano, TX
Must have financial management skills including the ability to understand P&L statements, manage operating budgets, forecasting, and scheduling
Added 4 mins ago
FINANCE MANAGER
Compass Group, North America
Pierre, SD
…the Sr Director of Finance. This role also works closely with operations leadership and the broader finance team. The primary function of this role is to analyze the past and present…
Added 4 mins ago
Patient Safety Associate I (Drug Safety Associate I)
Parexel
Pierre, SD
As a Patient Safety Associate I, you will contribute to a broad range of safety operations, including individual case safety report processing, safety submissions, literature review…
Added 4 mins ago
Facilities Management Director - Wakefield, RI
Compass Group, North America
Pierre, SD
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added 4 mins ago
Facilities Management Director - Binghamton, NY
Compass Group, North America
Pierre, SD
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added 4 mins ago
SNR. DIRECTOR DINING SERVICES - Georgia
Compass Group, North America
Pierre, SD
The Sr. Director of Dining Services is responsible for overseeing the day to day Foodservice operations. You will manage and lead a team of employees, and also be responsible for managing…
Added 6 mins ago
PH
Part-Time Registered Nurse, Occupational Health
Premise Health
Burnsville, MN
- $40.2 to $44 USD / hour
- Part-time
As a Part Time Registered Nurse, Occupational Health, you'll provide care to client employees in our Health Center located in Burnsville, MN. This position is scheduled Tuesday through…
Added 8 mins ago
FINANCE MANAGER
Compass Group, North America
Juneau, AK
…the Sr Director of Finance. This role also works closely with operations leadership and the broader finance team. The primary function of this role is to analyze the past and present…
Added 8 mins ago
Patient Safety Associate I (Drug Safety Associate I)
Parexel
Juneau, AK
As a Patient Safety Associate I, you will contribute to a broad range of safety operations, including individual case safety report processing, safety submissions, literature review…
Added 8 mins ago
Facilities Management Director - Wakefield, RI
Compass Group, North America
Juneau, AK
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added 8 mins ago
Facilities Management Director - Binghamton, NY
Compass Group, North America
Juneau, AK
Must have knowledge and expertise in NFPA, TJC, CMS, DNV, EPA, and OSHA codes and regulations and the ability to interpret and implement
Added 8 mins ago
SNR. DIRECTOR DINING SERVICES - Georgia
Compass Group, North America
Juneau, AK
The Sr. Director of Dining Services is responsible for overseeing the day to day Foodservice operations. You will manage and lead a team of employees, and also be responsible for managing…
Added 9 mins ago
Audit Senior Associate
Whitley Penn
Dallas, TX · Plano, TX
Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify…
Added 11 mins ago
Associate Director, Business & Consumer Loan Center (BCLC)
Western Alliance Bank
Phoenix, AZ
As an Associate Director, Business & Consumer Loan Center (BCLC), you'll be in a leadership role responsible for overseeing key lending and portfolio management activities within the BCLC,…
Added 11 mins ago
AI Delivery Lead
Sia
San Francisco, CA
Consultants are expected to be on site at least three days per week, whether at a client site or at the Sia office or an approved coworking location
Added 11 mins ago
AI Delivery Lead
Sia
Bellevue, WA
Consultants are expected to be on site at least three days per week, whether at a client site or at the Sia office or an approved coworking location
Added 11 mins ago
AI Delivery Lead
Sia
New York, NY
Consultants are expected to be on site at least three days per week, whether at a client site or at the Sia office or an approved coworking location
Added 14 mins ago
A
Network Administrator
AECOM
Miami, FL
- $115,000 to $155,000 USD / year
Configure and maintain network routing, VLANs, redundancy, and other network services to support continuous TMC operations
Added 15 mins ago
GIS Technical Consultant, Experienced Associate
PricewaterhouseCoopers Advisory Services LLC
Houston, TX · Raleigh, NC · Charlotte, NC · Chicago, IL · Cincinnati, OH · Cleveland, OH · Columbia, SC · Columbus, OH · Dallas, TX · Baltimore, MD · Richmond, VA · Rochester, NY · Rosemont, IL · Boston, MA · St. Louis, MO · Salt Lake City, UT · San Antonio, TX · Seattle, WA · Spartanburg, SC · Albany, NY · Stamford, CT · Atlanta, GA · Toledo, OH · Austin, TX · Washington, DC · Denver, CO · Des Moines, IA · Detroit, MI · Buffalo, NY · Florham Park, NJ · Fort Worth, TX · Greensboro, NC · Hartford, CT · Grand Rapids, MI · Jacksonville, FL · Kansas City, MO · Las Vegas, NV · Little Rock, AR · Louisville, KY · Birmingham, AL · Fayetteville, AR · Melville, NY · Miami, FL · Milwaukee, WI · Minneapolis, MN · Montpelier, VT · Nashville, TN · New Orleans, LA · NY · Oklahoma City, OK · Philadelphia, PA · Phoenix, AZ · Pittsburgh, PA · Portland, OR
What You Must Have
Added 15 mins ago
Supply Chain Execution Consultant, Experienced Associate
PricewaterhouseCoopers Advisory Services LLC
Chicago, IL · Raleigh, NC · Charlotte, NC · Cincinnati, OH · Kansas City, MO · Dallas, TX · Las Vegas, NV · Baltimore, MD · Boston, MA · St. Louis, MO · San Antonio, TX · Seattle, WA · Atlanta, GA · Washington, DC · Miami, FL · Denver, CO · Minneapolis, MN · Detroit, MI · Nashville, TN · New Orleans, LA · NY · Philadelphia, PA · Pittsburgh, PA · Portland, OR · Houston, TX
What You Must Have
Added 16 mins ago
Infrastructure and Cloud Project Manager
Dynanet Corporation
Bethesda, MD
Dynanet started with a focus on IT infrastructure and operations, helping organizations enhance their networks and overcome the limitations of 1990s technology. From strengthening…
Added 19 mins ago
Enterprise Application Support & Configuration Specialist - 3710608
Lighthouse Technology Services
United States
Lighthouse Technology Services is partnering with our client to fill their Enterprise Application Support & Configuration Specialist position! This is a 9 month contract with possible…

Focus Partners Wealth LLC

Client Service Associate

Remote, United States

The annualized base pay range for this role is expected to be between $60,000 - $68,000 base salary compensation range.

Apply on ffpar.wd108.myworkdayjobs.com About employer

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Job details

Pay: The annualized base pay range for this role is expected to be between $60,000 - $68,000 base salary compensation range.
Work location: 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
Experience: Bachelor’s Degree with 1+ years relevant experience (including internships).
Posting language: English
Posted: Nov 12, 2026

Original job description

Job Description Summary:

Focus Partners 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.

Job Description:

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 1+ years relevant experience (including internships).
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.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000 - $68,000 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.

Focus Partners 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 supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: 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 careers@focuspartners.com

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

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 POLYGRAPH OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

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.

Apply on ffpar.wd108.myworkdayjobs.com About employer

More about this job

Skills

Hybrid model
Documentation
Microsoft Teams
Salesforce
Communication skills
Time management
Problem solving
Microsoft Office
Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Research

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Work requirements

Jobs in the United States