ZipRecruiter

Log In

Focus Partners Wealth

61 Focus Partners Wealth Customer Service Associate 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

Associate Wealth Advisor

Boston, MA · On-site

$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 · On-site

$125K - $145K/yr

Position Summary Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a ... of service * Provides feedback and opportunities for development of Associate Wealth Advisors

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Provides feedback and opportunities for development of Associate Wealth Advisors * Takes ownership ... About Focus Financial Partners Focus is a leading financial services firm comprised of integrated ...

next page

Showing results 1-20

All JobsFocus Partners Wealth JobsFocus Partners Wealth Customer Service Associate Jobs

Focus Partners Wealth Jobs Information

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

To thrive as a Customer Service Associate, 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 basic office applications is often required. Patience, active listening, and a positive attitude help individuals stand out in this role. These skills are crucial for effectively resolving customer issues, maintaining client satisfaction, and supporting company reputation.

What are some common challenges Customer Service Associates face and how can they effectively handle them?

Customer Service Associates often encounter challenges such as handling difficult or upset customers, managing high call or ticket volumes, and navigating complex product or service issues. Effective associates remain patient, actively listen to customer concerns, and use problem-solving skills to find satisfactory resolutions. Utilizing available resources, collaborating with team members, and maintaining a positive attitude are essential strategies to manage these challenges successfully. Ongoing training and feedback from supervisors also help associates continuously improve their skills and confidence on the job.

What are Customer Service Associates?

Customer Service Associates are professionals who assist customers by answering questions, resolving issues, and providing information about products or services. They typically work in call centers, retail stores, or other customer-facing environments. Their main goal is to ensure customer satisfaction, handle complaints efficiently, and maintain a positive company image. Customer Service Associates use communication skills and product knowledge to address customer needs and often work with other departments to resolve more complex issues.

What is the difference between Customer Service Associate vs Customer Support Specialist?

AspectCustomer Service AssociateCustomer Support Specialist
CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationSimilar; often requires technical knowledge or certifications depending on industry
Work EnvironmentRetail stores, call centers, service desksCall centers, technical support centers, online chat platforms
Employer & Industry UsageRetail, hospitality, telecommunicationsTechnology, software, electronics
Common Search & Comparison IntentCustomer Service Associate vs Customer Support Specialist

The main difference lies in the focus of the roles. Customer Service Associates typically handle general inquiries and assist customers in retail or service settings, while Customer Support Specialists often provide technical assistance and troubleshooting, especially in tech-related industries. Both roles require strong communication skills, but Customer Support Specialists may need specific technical knowledge or certifications.

What other companies are hiring for Customer Service Associate jobs?
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 Associate 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