Operations Specialist
Focus Partners Wealth(6 days ago)
About this role
An Operations Specialist at Focus Partners Wealth is a member of the operations team supporting the firm's advisor network and client account servicing functions. The role contributes to ensuring smooth client account administration and coordination with custodial partners while working in a hybrid environment. The position requires flexibility to support team objectives during periods of high volume.
Required Skills
- Account Opening
- Account Maintenance
- Fund Transfers
- Cashiering
- Salesforce
- CRM Systems
- Communication
- Quality Control
- Issue Resolution
- Custodian Liaison
+2 more
Qualifications
- Bachelor’s Degree
- 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.
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