Focus Financial Partners→
Operations Specialist
Entry LevelHybridFull-time
Location
St. Louis, MO
Salary
$50k–$52k/yr
Experience
1+ years
Posted
2 months ago
Skills
operations experienceclient service experiencesalesforcefinancial services knowledgecommunication skills
Job Description
Summary: Focus Financial Partners is a leading financial services firm that offers integrated wealth management and business management services. As an Operations Specialist, you will support a network of advisors in servicing client accounts, handling tasks such as account management and problem resolution.
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
Required Qualifications:
- 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
- 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
Preferred Qualifications:
- Experience working with Charles Schwab, Fidelity, or Pershing preferred
- Knowledge of CRM systems, preferably Salesforce
Required Skills: Operations experience, Client service experience
Important Skills: Salesforce, Financial services knowledge
Nice-to-Have Skills: Communication skills
Benefits: Annual cash bonus, Comprehensive benefits package
Benefits
Annual cash bonus
Comprehensive benefits package