Job Description Summary:
Focus Partners is seeking Operations Associates that will serve as a key members 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.
Job Description:
Primary 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.
Qualifications
- Bachelor’s Degree (expected graduation date by Dec 2026 or June 2027) OR High School Diploma and 2+ years of relevant Client Service or Customer Service
- Ability to work and commute out of our Clayton, MO office
- Candidates must have permanent authorization to work in the U.S.
- 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
- Ability to complete required assessments and a digital video interview as part of the application process within 5 days of receiving the link. Note: You will need to complete a new digital video interview for each position/location you apply to.
This position is a non-exempt position. The annualized base pay for this role is expected to be $50,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
