Hybrid Operations Associate - Finance & Client Services

Focus Partners Wealth; St. Louis, Northern (MO, KY); Hybrid; USD 50,000 - 53,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits

Job summary

Focus Partners Wealth is seeking an Operations Associate to join our team in Missouri. The role supports day-to-day operations across Finance, Client Service, Wealth Management, and Compliance, with a structured hybrid schedule (3 days in office, up to 2 remote days per week).

Key duties include processing client transactions, cash/position reconciliation, and collaboration with custodians and internal teams. Strong attention to detail and problem-solving are essential for success.

Qualifications

• Bachelor’s degree in related field is preferred.
• 1+ years of operations and/or client service experience is preferred; OR a high school diploma with 3+ years in financial services.

Responsibilities

• Enter and review transactions for client accounts.
• Cash and position reconciliation.
• Identify, investigate, and resolve cash, position, and performance issues.
• Communicate with external vendors (custodians, accountants) and internal partners.
• Ensure data integrity and assist with system maintenance.
• Network with senior personnel to resolve issues and gain needed information.
• Learn operational fundamentals and basics.
• Support team workload when required.
• Serve as backup for alternative investments administration.

Skills

Strong analytical skills

Attention to detail

Problem solving

Time management

Flexibility

Education

Bachelor’s degree in related field

Tools

Portfolio Center

Tamarac

Excel

Job description

Focus Partners Wealth is seeking an Operations Associate to join our team in Missouri. The role supports day-to-day operations across Finance, Client Service, Wealth Management, and Compliance, with a structured hybrid schedule (3 days in office, up to 2 remote days per week).

Key duties include processing client transactions, cash/position reconciliation, and collaboration with custodians and internal teams. Strong attention to detail and problem-solving are essential for success.