Custodian Operations Specialist

Focus Partners Wealth; St. Louis (MO); Hybrid; USD 55,000 - 60,000; Full time

Job summary

Focus Partners Wealth is seeking an Operations Specialist to support custodian relationships and related projects across regions from our St. Louis office. The role handles platform access, reporting, and account servicing while coordinating with clients, advisors, and internal teams.

The ideal candidate has 1–3 years of operations experience, strong attention to detail, and proficiency with Excel. The position is full-time with partial remote flexibility and a comprehensive benefits package.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years of experience in operations, client service, or administrative support.
• Experience in financial services or wealth management preferred.

Responsibilities

• Support custodian-related projects, including conversions and M&A integrations.
• Administer custodian platform access and entitlements.
• Research, resolve, and escalate custodial and operational issues.

Skills

Attention to detail

Problem solving

Time management

Client-service mindset

Cross-functional collaboration

Education

Bachelor's degree in Business, Finance, Accounting, or related field

Tools

Salesforce

Tamarac

DocuSign

Microsoft Excel

Job description

Focus Partners Wealth is seeking an Operations Specialist to support custodian relationships and related projects across regions from our St. Louis office. The role handles platform access, reporting, and account servicing while coordinating with clients, advisors, and internal teams.

The ideal candidate has 1–3 years of operations experience, strong attention to detail, and proficiency with Excel. The position is full-time with partial remote flexibility and a comprehensive benefits package.