Operations Intern: Client Service & Ops

LE0123 Focus Partners Wealth LLC; Clayton (MO); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Hybrid schedule

Mentorship program

Executive speaker sessions

Job summary

Focus Partners is offering an Operations Associate Internship in our Client Service Department in Clayton, MO. You will support money movement, account maintenance, and new account setup while collaborating across teams to deliver high-quality service.

The program includes onboarding, mentorship, executive speaker sessions, and networking, with a hybrid schedule (2 days in office per week) and potential for full-time consideration 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 work and commute out of Focus Partner's St. Louis office; relocation assistance is not provided.
• Permanent authorization to work in the U.S. required.
• 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 to meet or exceed 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

Excel

Outlook

Word

DocuSign

Financial services knowledge

Custodians familiarity

Education

Finance/Economics/Business (Bachelor's or Master's)

Tools

DocuSign

Job description

Focus Partners is offering an Operations Associate Internship in our Client Service Department in Clayton, MO. You will support money movement, account maintenance, and new account setup while collaborating across teams to deliver high-quality service.

The program includes onboarding, mentorship, executive speaker sessions, and networking, with a hybrid schedule (2 days in office per week) and potential for full-time consideration based on performance.