Operations Associate

Focus Financial Partners•St. Louis, MO

2h•Hybrid

About The Position

Focus Partners Wealth is seeking Operations Associates that will serve as key members of the Core Operations team and support essential back-office functions that ensure accurate and timely handling of client requests. This role provides additional capacity for the team by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast-paced environment. Responsibilities fluctuate with seasonal volumes, market conditions, and team coverage needs, so flexibility and adaptability are critical. 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.

Requirements

Bachelor's Degree (expected graduation date by June 2026) OR High School Diploma and 2+ years of relevant Client Service or Customer Service
Ability to work and commute out of our Clayton, MO office
Candidates must have permanent authorization to work in the U.S.
High attention to detail and accuracy in handling financial transactions and client information
Excellent verbal and written communication skills
Proficiency with Microsoft Office Suite and working knowledge of Windows operating systems
Ability to work independently while collaborating effectively within a team environment
Strong organizational skills, follow-through, and ability to manage multiple priorities
Service-oriented mindset with strong interpersonal and relationship management skills
Self-starter with initiative, adaptability, and problem-solving capabilities
Commitment to maintaining confidentiality and adhering to compliance standards

Nice To Haves

Experience in the service or financial services industry preferred
Familiarity with custodians (e.g., Schwab, Fidelity) and CRM/financial systems (e.g., Salesforce, Orion, DocuSign, Envestnet) preferred

Responsibilities

Validate and reconcile monetary transactions on custodial platforms (e.g., Schwab, Fidelity).
Monitor, track, and provide timely updates on processing requests to ensure accuracy and completion.
Support digital signature processes, account setup and validation, and assist the client service team with processing mailed checks and paperwork as needed.
Monitor custodian alerts and escalate or distribute updates as appropriate.
Maintain accurate and timely data entry across core systems, including Salesforce and Orion.
Communicate effectively with colleagues, custodians, and internal partners through clear written and verbal channels.
Collaborate across departments to achieve shared objectives and contribute to team initiatives.
Share knowledge, best practices, and insights to enhance team effectiveness.
Assist with team projects and daily operational responsibilities as needed.
Demonstrate adaptability, initiative, and a proactive approach to changing priorities.
Consistently model the firm’s core values through actions and communication.
Contribute to training, knowledge sharing, and onboarding of new team members.