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Focus Financial Partners · 7 hours ago

Operations Specialist

St. Louis, MO

Full-time

Hybrid

Entry Level

$50K/yr - $52K/yr

1+ years exp

Focus Financial Partners is a leading financial services firm that provides integrated wealth management and business management services. The Regional Operations Specialist I will support a network of advisors in servicing client accounts, including tasks like opening new accounts and resolving issues with custodians.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Have proficiency in one specialization

Adjust focus as required to provide support to your team

Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites

Utilize effective communication skills with both internal and external partners

Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering

Maintain a high standard of quality control for all incoming requests

Liaise with custodian partners and Advisors to successfully process requests

Review requests for clarity and /or omissions prior to submission to our custodian partners

Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome

Remain current on trends and policy changes required by custodians due to regulatory updates

Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season

Qualification

Operations experienceSalesforceFinancial services knowledgeClient service experienceEffective communication

Required

Bachelor's degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field

Experience working with Charles Schwab, Fidelity, or Pershing preferred

Knowledge of CRM systems, preferably Salesforce

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Financial Partners

Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

Founded in 2006

New York, New York, USA

5001-10000 employees

http://focusfinancialpartners.com

Funding

Current Stage

Public Company

Total Funding

$85M

2023-02-27Acquired

2018-07-25IPO

2009-11-16Series Unknown· $50M

Leadership Team

Michael Nathanson

Chief Executive Officer

Adam Birenbaum

President

Recent News

Pulse 2.0

Jump And Focus Financial Partners Team Up On AI Workflows To Boost Advisor Productivity

2026-01-23

Morningstar.com

Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI

2026-01-22

GlobeNewswire

Focus Financial Partners Selects VRGL to Help Standardize and Scale the Prospect and Client Engagement Process

2026-01-15

Company data provided by crunchbase