Onboarding & Cashiering Operations Associate

LE0123 Focus Partners Wealth LLC; Deerfield (IL); On-site; USD 55,000 - 65,000; Full time

Job summary

Focus Partners seeks an Operations Associate (Paperwork and Cashiering) to streamline client onboarding and money movement. You will prepare onboarding paperwork, process cashiering requests, and maintain client data across CRM and custodial platforms to deliver a seamless client experience.

The role requires attention to detail, ability to meet deadlines, and proficiency with Salesforce and Dynamics 365. A Bachelor's degree is preferred and 1+ years in financial services is desirable.

Qualifications

• Bachelor’s degree preferred; 1+ years in financial services preferred.
• Familiarity with account onboarding processes and major custodians (Schwab, Fidelity, Pershing).
• Strong attention to detail, problem-solving, and ability to manage multiple deadlines.
• Proficiency in Microsoft Office and CRM platforms (Salesforce, Dynamics 365, or similar).
• Excellent written and verbal communication skills; ability to work independently and collaboratively.

Responsibilities

• Account Onboarding & Paperwork: Prepare paperwork for new client onboarding and additional accounts; ensure forms are complete and compliant.
• Custodian paperwork: Process documentation across Schwab, Fidelity, Pershing; resolve issues with internal teams and custodians.
• Cashiering: Process money movement requests (ACH, wires, checks, journals, RMDs, etc.) in line with policies.
• Data Management: Maintain accurate client records across CRM and custodial platforms; audit data for accuracy.
• Project Support: Update training materials and onboarding best practices; help optimize workflows.

Skills

Account Onboarding

CRM Proficiency

Attention to Detail

Communication Skills

Education

Bachelor's Degree

Tools

Salesforce

Dynamics 365

Job description

Focus Partners seeks an Operations Associate (Paperwork and Cashiering) to streamline client onboarding and money movement. You will prepare onboarding paperwork, process cashiering requests, and maintain client data across CRM and custodial platforms to deliver a seamless client experience.

The role requires attention to detail, ability to meet deadlines, and proficiency with Salesforce and Dynamics 365. A Bachelor's degree is preferred and 1+ years in financial services is desirable.