About this role
Client Service Associate at Focus Financial Partners. Location: Needham, Massachusetts, United States. Role: supporting advisors, managing requests, serving clients Requirements: Bachelor's degree with 1+ years relevant experience, strong written/verbal communication, Microsoft Office and Teams proficiency, Salesforce preferred, time management, problem-solving, and client service skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce Commitment: Full Time Workplace: Hybrid Languages: English