Operations Specialist

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