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Focus Partners Wealth · 10 hours ago

Operations Specialist

St. Louis, MO

Full-time

Hybrid

Entry Level

$50K/yr - $52K/yr

1+ years exp

Focus Partners Wealth is an organization dedicated to providing wealth, asset, and business management resources to clients. The Regional Operations Specialist I will support advisors in servicing client accounts, which includes tasks like opening and maintaining accounts, transferring funds, and ensuring compliance with regulatory updates. This role requires flexibility and effective communication skills to liaise with various partners and resolve issues efficiently.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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 Regional Operations phone support

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

Helps maintain accounts on the Envestnet and Orion platforms

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

Qualification

SalesforceClient service experienceFinancial services knowledgeCRM systems knowledgeProblem resolutionQuality controlEffective 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