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Focus Partners Wealth

61 Focus Partners Wealth Customer Service Jobs Hiring Near You

Focus Partners Wealth

Tax Associate

Columbus, OH

$56.50K - $75.30K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Associate Wealth Advisor

Boston, MA

$60K - $125K/yr

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The ... Service as the day-to-day contact for client needs and collaborate with team members to ensure the ...

Focus Financial Partners

Wealth Advisor

Omaha, NE

$125K - $145K/yr

Position Summary Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a ... Knowledge of financial services industry, financial products, and financial planning concepts

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

... management (CRM) platform. * The ability to meet with clients in person. Some travel may be ... About Focus Financial Partners Focus is a leading financial services firm comprised of integrated ...

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All JobsFocus Partners Wealth Customer Service Jobs

Focus Partners Wealth Jobs Information

What are the key skills and qualifications needed to thrive as a Customer Service Representative, and why are they important?

To thrive as a Customer Service Representative, you need strong communication skills, problem-solving abilities, and typically a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, phone systems, and ticketing platforms is often required. Patience, active listening, and resilience are standout soft skills for effectively handling diverse customer interactions. These skills are vital for resolving issues efficiently, ensuring customer satisfaction, and maintaining a positive company reputation.

What are some common challenges customer service representatives face, and how are they typically supported in overcoming them?

Customer service representatives often encounter challenges such as handling difficult or upset customers, managing a high volume of inquiries, and staying updated on changing company policies or products. Most organizations provide thorough onboarding, ongoing training, and access to knowledge bases or support tools to help reps address these challenges. Additionally, strong teamwork and regular feedback from supervisors are common practices to ensure customer service staff feel supported and able to succeed in their roles.

What is a Customer Service Representative?

A Customer Service Representative is a professional who interacts with customers on behalf of a company to provide information, resolve complaints, and ensure customer satisfaction. Their responsibilities can include answering questions, processing orders, handling returns, and addressing any issues customers may have with products or services. Customer Service Representatives may communicate with customers through various channels, such as phone, email, live chat, or in person. They play a crucial role in building positive relationships between businesses and their clients.

What types of jobs are customer service?

Customer service jobs include roles such as customer service representative, call center agent, support specialist, and client service associate. These positions typically involve assisting customers via phone, email, or chat, and often require good communication skills and familiarity with customer management tools. They can be found in various industries like retail, healthcare, finance, and technology, with schedules ranging from full-time to part-time shifts.

What is the difference between Customer Service vs Customer Support?

AspectCustomer ServiceCustomer Support
CredentialsHigh school diploma or equivalent; sometimes certifications in communication or salesTechnical certifications or product-specific training often required
Work EnvironmentRetail stores, call centers, online platformsTechnical help desks, online chat, phone support for products/services
Employer & Industry UsageRetail, hospitality, telecom, e-commerceIT, software, electronics, tech industries
Common Search & ComparisonCustomer Service vs Customer Support

Customer Service generally involves assisting customers with their needs, inquiries, and complaints across various industries. Customer Support is more technical, focusing on resolving product or service issues, often requiring specific technical knowledge. While both roles aim to enhance customer satisfaction, Customer Support tends to be more specialized in troubleshooting and technical assistance.

What are the most popular job types at Focus Partners Wealth?
    What are the most popular jobs at Focus Partners Wealth?
    What are the most popular categories at Focus Partners Wealth?
    Infographic showing various Customer Service job openings at Focus Partners Wealth in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

    Tax Associate

    Focus Partners Wealth

    Columbus, OH

    $56.50K - $75.30K/yr

    Full-time

    Posted 5 days ago

    Job description

    Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

    Primary responsibilities:

    • Analyze, review and compile tax return data.

    • Prepare federal, state and local income tax returns for individuals and businesses.

    • Prepare extensions and assist with tax notices as needed.

    • Prepare quarterly tax estimates and assist with tax projections.

    • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

    • Gain technical knowledge by researching and learning tax laws as required.

    • Analyze client information and offer recommendations for reducing client tax liabilities.

    • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

    • Operate in a fully compliant manner to protect clients’ and the firm’s information.

    • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

    Qualifications:

    • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

    • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

    • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

    • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

    • Notable attention to detail, self-initiated follow-through, and outstanding time management.

    • Ability to work individually and in a team atmosphere.

    • The willingness and ability to work additional hours, as needed, during busy season.

    Preferred Qualifications:

    • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

    • Experience preparing multi-state tax returns.

    • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Taxâ„¢ Planner.

    Apply