Operations Intern: Client Services (Hybrid)

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

Job summary

Focus Partners Wealth invites you to join as an Operations Associate Intern in the Client Service Department in St. Louis for a 10-week program running June 8 to August 13, 2027. You will support money movement, account maintenance, and new account setup, while maintaining professional client communications.

Hybrid work is available: two in-office days per week with optional remote days. This internship blends hands-on tasks with onboarding, mentorship, and feedback, with potential for a

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 assessments and a digital video interview within 5 days of the link.
• Must be able to work from Focus Partners Wealth’s St. Louis office; relocation not provided.
• Permanent authorization to work in the U.S.
• Prior internship in client service, operations, or administrative support preferred.
• Proficient in Microsoft Office; comfortable learning new systems.
• Familiarity with financial services, custodians (e.g., Fidelity, Schwab), or 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.

Education

Bachelor's or master's in finance, economics, business, or related field

Tools

DocuSign

Microsoft Office

Job description

Focus Partners Wealth invites you to join as an Operations Associate Intern in the Client Service Department in St. Louis for a 10-week program running June 8 to August 13, 2027. You will support money movement, account maintenance, and new account setup, while maintaining professional client communications.

Hybrid work is available: two in-office days per week with optional remote days. This internship blends hands-on tasks with onboarding, mentorship, and feedback, with potential for a