Focus Financial Partners is a leading financial services firm that provides integrated wealth management and business management services. The Operations Specialist will support advisors in servicing client accounts and managing various operational tasks, ensuring high-quality service and compliance.

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

Skills

• 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
• Experience working with Charles Schwab, Fidelity, or Pershing preferred
• Knowledge of CRM systems, preferably Salesforce

Benefits

• 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.
• Other rewards may include an annual cash bonus and a comprehensive benefits package.

Company Overview