Hybrid Operations Intern, Client Service

Focus Financial Partners; St. Louis (MO); Hybrid; USD 23,000 - 32,000; Part time

Job summary

Focus Financial Partners is seeking an Operations Associate Intern for a 10-week summer program in St. Louis. You will support money movement, account maintenance, and new account setup while ensuring professional client communication.

The role offers a hybrid schedule with 2 in-office days per week and up to remote work as arranged. The position emphasizes flexibility, attention to detail, initiative, and problem-solving, with potential for full-time opportunity based on performance.

Qualifications

• Current students pursuing a bachelor’s or master’s degree in finance, economics, business, or a related field.
• Expected graduation date between December 2027 and Spring 2028
• Ability to complete required assessments and a digital video interview as part of the application process within 5 days of receiving the link. Note: You will need to complete a new digital video interview for each position/location you apply to.
• Ability to work and commute out of Focus Partner’s St. Louis office; relocation assistance is not provided.
• Candidates must have permanent authorization to work in the U.S.
• Prior internship in client service, operations, or administrative support preferred.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Familiarity with financial services, custodians (e.g., Fidelity, Schwab), or tools like DocuSign is a plus.

Responsibilities

• Deliver high-quality service that meets or exceeds client expectations.
• Collaborate across teams to support shared goals and ensure seamless service.
• Foster a positive team culture by sharing knowledge and best practices.
• Communicate clearly with clients, custodians, and internal stakeholders.
• Resolve inquiries and issues promptly with accurate, timely information.
• Anticipate and address complex situations proactively.
• Uphold the firm’s core values in all interactions.
• Achieve individual goals aligned with broader team objectives.
• Support advisors and clients with operational tasks, including transactions, account maintenance, DocuSign routing, and new account setup.
• Act as a liaison with custodians to resolve issues in partnership with internal teams.
• Identify and implement process improvements to enhance efficiency.
• Engage in professional development through training and job shadowing.
• Generate reports for advisors and clients as needed.
• Participate in meetings, training, and committee work.

Skills

Communication skills

Attention to detail

Problem solving

Initiative

Team collaboration

Flexibility

Education

Bachelor’s or Master’s in Finance/Economics/Business

Tools

Microsoft Office

DocuSign

Job description

Focus Financial Partners is seeking an Operations Associate Intern for a 10-week summer program in St. Louis. You will support money movement, account maintenance, and new account setup while ensuring professional client communication.

The role offers a hybrid schedule with 2 in-office days per week and up to remote work as arranged. The position emphasizes flexibility, attention to detail, initiative, and problem-solving, with potential for full-time opportunity based on performance.