Operations Specialist
Focus Partners Wealth(1 month ago)
About this role
A Regional Operations Specialist I is part of an operations team that supports financial advisors and custodial relationships to enable effective client service across the region. The role contributes to maintaining service levels and operational continuity while working with internal and external partners. It is a full-time, Monday–Friday position that offers a hybrid work model.
Required Skills
- Specialization
- Flexibility
- Systems Knowledge
- Salesforce
- Outlook
- Custodian Websites
- Communication
- Phone Support
- Account Maintenance
- Transfers
+8 more
Qualifications
- Bachelor's Degree in Related Field
- High School Diploma
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Focus Partners Wealth
Similar Jobs
Client Relationship Manager
Farther(1 month ago)
Sr. Service Associate
Allworth Financial(1 month ago)
Senior Associate, Performance Reporting & Platform Support
Allworth Financial(21 days ago)
Weekend Operations Manager
HelloFresh(1 month ago)
Administrative Assistant
Asset Living(1 month ago)
Staffing Specialist
Verstela(1 month ago)