Focus Partners Wealth · 1 day ago
Operations Associate Intern
St. Louis, MO
Internship
Hybrid
Intern
$20/hr - $20/hrFocus Partners Wealth is an organization dedicated to wealth, asset, and business management resources, helping clients control their financial future. As an Operations Associate Intern, you will support operational tasks in the Client Service Department, ensuring high-quality service and maintaining smooth day-to-day operations.
ConsultingFinancial Services
No H1B
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
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 Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
Founded in 1986
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Managing Director, Rocky Mountain Region
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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