Operations Specialist

Focusfinancialpartners

St. Louis, MO, United States
Base: $53,000 - $56,000pyear; bonus/equity: annual...
On-site
Client account servicing
Opening new accounts
Updating existing accounts
As an Operations Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts

Job Summary

  • As an Operations Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts.
  • The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. Focus provides team members the flexibility to work a hybrid schedule.
  • The annualized base pay range for this role is expected to be $53,000 - $56,000/year.

Matching Summary

As an Operations Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts.

Salary

Base: $53,000 - $56,000/year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Client account servicing
  • Opening new accounts
  • Updating existing accounts
  • Transferring client funds
  • Distributing client assets
  • Liaising with custodian partners
  • Quality control for requests

Nice-to-have

  • Adaptable to changing priorities
  • Collaborative team environment
  • Proactive problem resolution

Key Requirements

  • Bachelor's degree or 5+ years experience
  • 1+ years operations/client service experience
  • Experience with Charles Schwab, Fidelity, or Pershing preferred
  • Knowledge of CRM systems, preferably Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter