Operations Associate

Focus Partners Wealth•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, supporting essential back-office functions to ensure accurate and timely handling of client requests. This role provides additional capacity by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast-paced environment. Responsibilities are flexible, adapting to seasonal volumes, market conditions, and team coverage needs. Focus Partners Wealth is an organization of wealth, asset, and business management resources, bringing strength, innovation, and partnership to client relationships. They support clients at every stage of life with a comprehensive range of services, managing over $180 billion in regulatory assets. The company uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states, as part of Focus Financial Partners.

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.