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Data Services Specialist at Focus Partners Wealth - ApplyBlast

Data Services Specialist

Focus Partners Wealth

6 months ago

4.0 on Glassdoor

St. Louis, MO

Hybrid

Full Time

Junior

0 applicants

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About this role

A Data Services Specialist at Focus Partners Wealth ensures the integrity and accuracy of client information within core operating systems, supporting both BSW and BSP end clients through data analysis, workflow management, and communication with advisory teams.

Skills

Qualifications

Bachelor’s degreeExperience in data managementProficiency with Windows Operating systemsProficiency with Microsoft Office suiteFamiliarity with Orion

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.