Position Summary
Focus Partners Wealth is seeking an Operations Specialist within our Client Service Department. You will play a pivotal role in ensuring the smooth functioning of our operations related to money movement with our custodians, account maintenance, opening new accounts, and maintaining exceptional communication standards. Your ability to collaborate as a team player will be critical in delivering high-quality service to our clients.
Duties may fluctuate with seasonal volumes, market volatility, and team coverage, so flexibility and adaptability are critical. Occasional overtime may be required. Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.
Primary Responsibilities
- Consistently deliver high-quality service to maintain the firm’s service standards and exceed client expectations.
- Collaborate effectively with colleagues within the Client Service Department and across departments to support shared objectives.
- Contribute to a positive team environment by sharing knowledge, best practices, and insights.
- Communicate clearly and professionally with clients, custodians, and internal stakeholders via phone, email, and other channels.
- Provide timely and accurate information to resolve inquiries, address issues, and offer updates on account statuses.
- Proactively anticipate and resolve complex situations, identifying potential issues before they arise.
- Model the firm’s core values in both words and actions.
- Complete individual Associate Goals with a high level of quality and timeliness, supporting the execution of broader departmental Team Plans.
- Provide comprehensive operational support to advisors and clients, including—but not limited to—accurate and efficient processing of monetary transactions, account maintenance, DocuSign routing, case creation, and new account requests.
- Serve as a liaison between custodians, advisors, and clients by researching and resolving custodial issues in partnership with internal teams.
- Continuously seek opportunities to improve processes and drive operational efficiencies.
- Actively pursue professional development through job shadowing, training, and other educational opportunities.
- Produce on-demand and scheduled reporting for advisors and clients as needed.
- Participate in team meetings, training sessions, and committee work as assigned.
- Manage and complete special projects throughout the year as required.
Qualifications
- Bachelor’s degree in Business, Finance, Accounting, or a related field or equivalent work experience
- 1+ years of experience in operations, client service, or administrative support (preferably in a financial services or professional services environment)
- Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Ability to handle multiple priorities in a deadline-driven environment
- Proficiency in Microsoft Office Suite (especially Excel, Outlook, Word)
- Strong written and verbal communication skills
- Comfortable working with databases, workflow systems, and CRMs (e.g., Salesforce, Tamarac, etc.)
- Client-service mindset and collaborative attitude
- High level of integrity and discretion, especially when handling sensitive information
- Willingness to learn and take initiative
- Problem-solving skills with a proactive approach
- Familiarity with financial custodians (e.g., Fidelity, Schwab, Pershing) is a plus
- Experience with DocuSign, digital forms, or workflow tools is a bonus
- May require occasional overtime or flexibility during high-volume periods
The annualized base pay range for this role is expected to be $50,000-$52,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
