Operations Associate

Focus Financial Partners•Saint Louis, MO

17h•$50,000 - $53,000•Hybrid

About The Position

Focus Partners Wealth is seeking an Operations Associate that will serve as a key member 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. Occasional overtime may be required. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Requirements

Bachelor's Degree OR High School Diploma and 2+ years of relevant Client Service or Customer Service Experience in the service or financial services industry preferred
High attention to detail and accuracy in handling financial transactions and client information
Excellent verbal and written communication skills
Familiarity with custodians (e.g., Schwab, Fidelity) and CRM/financial systems (e.g., Salesforce, Orion, DocuSign, Envestnet) preferred
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

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.