Custodian Ops Specialist - Projects, Access & Reporting

LE0123 Focus Partners Wealth LLC; Clayton (MO); On-site; USD 55,000 - 60,000; Full time

Job summary

Focus Partners Wealth is seeking an Operations Specialist to provide day‑to‑day operational support for custodian relationships across regions. You will serve as a key contact between the firm, custodians, advisors, clients and internal teams to ensure accurate, timely, and well‑documented outcomes.

The role covers custodian projects, platform access, reporting, account servicing, alerts and M&A integrations, with emphasis on detail, initiative, problem solving, adaptability, and consistent

Qualifications

• Bachelor’s degree or equivalent in a business-related field.
• 1–3 years in operations or client service in financial services.
• Experience with custodians and wealth management platforms preferred.
• Strong attention to detail and ability to manage multiple priorities.

Responsibilities

• Coordinate custodian-related projects, track milestones, deliverables, and risks.
• Administer custodian platform access for advisors and staff per security rules.
• Serve as liaison to resolve custodial and operational issues.
• Process custodian requests including account maintenance and transfers.
• Produce and reconcile custodian reports and distribute communications.
• Monitor alerts and changes, assess impact, and drive resolution.
• Maintain accurate custodian contacts and procedures across regions.
• Collaborate across teams to improve processes and efficiency.
• Participate in meetings and special projects.

Skills

Bachelor's degree

1–3 years experience

Client service mindset

Strong communication

MS Office (Excel/Outlook/Word)

Education

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

Tools

Salesforce

DocuSign

Tamarac

CRM systems

Job description

Focus Partners Wealth is seeking an Operations Specialist to provide day‑to‑day operational support for custodian relationships across regions. You will serve as a key contact between the firm, custodians, advisors, clients and internal teams to ensure accurate, timely, and well‑documented outcomes.

The role covers custodian projects, platform access, reporting, account servicing, alerts and M&A integrations, with emphasis on detail, initiative, problem solving, adaptability, and consistent