Focus Financial Partners

Client Service Associate

Dallas, TX

Sponsorship not specified$29k-$38kDetected 5 days ago

Financial ModelingAccountingExcelTaxCommunicationCollaborationProblem SolvingOrganizational SkillsCFA

About the role

Team members are encouraged to take initiative, grow professionally, and contribute meaningfully to both client outcomes and firm success.
The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience.
Candidates should be comfortable collaborating with both clients and professional advisors while maintaining the highest level of professionalism and confidentiality.

Responsibilities

Build strong relationships by developing a deep understanding of each client's financial goals and family dynamics.
Maintain accurate client records and ensure information is current and well organized.
Develop asset allocation analyses and recommendations.
Review and summarize wills, trusts, and entity formation documents.
Create visual organizational charts illustrating family structures and ownership entities.
Support estate, gift, and generation-skipping transfer tax planning through financial modeling and scenario analysis.
Monitor and support ongoing risk management initiatives.
Prepare and maintain client financial statements.
Support tax preparation by providing information to external tax professionals.

Requirements

Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
3+ years of experience in public accounting, investment management, wealth management, family office, private banking, or related financial services.
Strong understanding of financial statements, investments, and wealth management concepts.
Ability to prioritize multiple projects while maintaining a high level of accuracy.
Strong proficiency in Microsoft Excel, Word, and PowerPoint.
Ability to work both independently and collaboratively within a team-oriented environment.
Excellent analytical and problem-solving skills with exceptional attention to detail.
Outstanding written and verbal communication skills.
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.
The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.
Prairie Capital is part of the Focus Financial Partners' network firm community. As part of the partnership, Prairie Capital remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
About Focus Financial Partners

Nice to have

CPA and/or CFA designation strongly preferred (or active progress toward certification).
Experience working with high-net-worth or ultra-high-net-worth clients is preferred.

Compensation

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.

Benefits

Review liability insurance coverage and identify potential gaps.
Analyze life insurance needs as part of broader estate and liquidity planning.

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This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.