Operations Specialist

Focus Partners Wealth(26 days ago)

HybridFull TimeJunior$50,000 - $52,000Operations/Client Service

About this role

An Operations Specialist supports client account services by working with advisors, custodian partners, and internal teams to handle account-related tasks. The role requires flexibility, collaboration, and knowledge of systems like Salesforce, with a focus on client service in a financial setting.

View Original Listing

Required Skills

Salesforce
CRM
Customer Service
Account Management
Financial Services
Data Entry
Communication
Problem Solving
Fund Accounts
Custodian

Qualifications

Bachelor’s degree in related field or higher
1+ years of operations or client service experience
Experience with Charles Schwab, Fidelity, or Pershing (preferred)

About Focus Partners Wealth

focuspartners.com

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.

View more jobs at Focus Partners Wealth →