Operations Associate

OPERATIONS ASSOCIATE

St. Louis, MO

Position Summary

The Operations Associate serves as a key member of the Core Operations team, supporting essential back-office functions that ensure accurate and timely handling of client requests. This role provides additional capacity for the team by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast-paced environment.

Responsibilities fluctuate with seasonal volumes, market conditions, and team coverage needs, so flexibility and adaptability are critical. Occasional overtime may be required. In-office attendance is expected in accordance with the firm’s Remote Work Policy.

Primary Responsibilities

• Validate and reconcile monetary transactions on custodial platforms (e.g., Schwab, Fidelity).
• Monitor, track, and provide timely updates on processing requests to ensure accuracy and completion.
• Support digital signature processes, account setup and validation, and assist the client service team with processing mailed checks and paperwork as needed.
• Monitor custodian alerts and escalate or distribute updates as appropriate.
• Maintain accurate and timely data entry across core systems, including Salesforce and Orion.
• Communicate effectively with colleagues, custodians, and internal partners through clear written and verbal channels.
• Collaborate across departments to achieve shared objectives and contribute to team initiatives.
• Share knowledge, best practices, and insights to enhance team effectiveness.
• Assist with team projects and daily operational responsibilities as needed.
• Demonstrate adaptability, initiative, and a proactive approach to changing priorities.
• Consistently model the firm’s core values through actions and communication.
• Contribute to training, knowledge sharing, and onboarding of new team members.

Qualifications

• Bachelor's Degree OR High School Diploma and 2 years of relevant Client Service or Customer Service
• Experience in the service or financial services industry preferred
• High attention to detail and accuracy in handling financial transactions and client information
• Excellent verbal and written communication skills
• Familiarity with custodians (e.g., Schwab, Fidelity) and CRM/financial systems (e.g., Salesforce, Orion, DocuSign, Envestnet) preferred
• Proficiency with Microsoft Office Suite and working knowledge of Windows operating systems
• Ability to work independently while collaborating effectively within a team environment
• Strong organizational skills, follow-through, and ability to manage multiple priorities
• Service-oriented mindset with strong interpersonal and relationship management skills
• Self-starter with initiative, adaptability, and problem-solving capabilities
• Commitment to maintaining confidentiality and adhering to compliance standards

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.