Operations Associate Intern jobs in United States
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Focus Financial Partners · 1 day ago

Operations Associate Intern

positionSt. Louis, MO
timeInternship
remoteHybrid
seniorityIntern
money$20/hr - $20/hr

Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The Operations Associate Intern will support key operational tasks in the Client Service Department, ensuring high-quality service and smooth day-to-day operations.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Deliver high-quality service that meets or exceeds client expectations
Collaborate across teams to support shared goals and ensure seamless service
Foster a positive team culture by sharing knowledge and best practices
Communicate clearly with clients, custodians, and internal stakeholders
Resolve inquiries and issues promptly with accurate, timely information
Anticipate and address complex situations proactively
Uphold the firm’s core values in all interactions
Achieve individual goals aligned with broader team objectives
Support advisors and clients with operational tasks, including transactions, account maintenance, DocuSign routing, and new account setup
Act as a liaison with custodians to resolve issues in partnership with internal teams
Identify and implement process improvements to enhance efficiency
Engage in professional development through training and job shadowing
Generate reports for advisors and clients as needed
Participate in meetings, training, and committee work

Qualification

Client service experienceMicrosoft Office proficiencyFinancial services knowledgeProblem-solving skillsProactive mindsetAttention to detailTeam collaborationCommunication skills

Required

Current students pursuing a bachelor's or master's degree in finance, economics, business, or a related field
Expected graduation date between December 2026 and Spring 2027
Successfully complete assessments within 5 days of receiving the link
Ability to work and commute out of FPW's St. Louis office; relocation assistance is not provided
Candidates must have permanent authorization to work in the U.S
Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems

Preferred

Prior internship in client service, operations, or administrative support preferred
Familiarity with financial services, custodians (e.g., Fidelity, Schwab), or tools like DocuSign is a plus

Company

Focus Financial Partners

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
dateFounded in 2006
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://focusfinancialpartners.com

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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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