Operations Associate (PAC)
Focus Partners Wealth(2 days ago)
About this role
Focus Partners Wealth is seeking an Operations Associate to handle account onboarding, paperwork, and money movement processes. The role focuses on delivering a seamless client experience through precise compliance, collaboration, and operational standard maintenance, within a flexible hybrid work environment.
Required Skills
- Account Onboarding
- Cashiering
- Customer Relationship Management
- Compliance
- Documentation
- Money Transfers
- Financial Services
- Process Improvement
- CRM
- Team Collaboration
About Focus Partners Wealth
focuspartners.comFocus 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.
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