Operations Specialist

Focus Partners Wealth(2 months ago)

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

About this role

A Regional Operations Specialist I supports client account servicing within a network of advisors, focusing on account maintenance, transfers, and client communication. The role involves collaborating with custodians, advisors, and internal teams to ensure efficient and compliant operations in a financial services environment.

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Required Skills

Salesforce
Outlook
Custodian Websites
Client Service
Account Management
Communication
Financial Operations
Regulatory Compliance
Transfer Processing
Customer Support

Qualifications

Bachelor’s degree in a related field and 1+ years of experience
High School Diploma and 5+ years of experience in financial services
Experience with Charles Schwab, Fidelity, or Pershing

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.

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