Operations Specialist: Client Services & Custodian Ops

Talentify; St. Louis (MO); On-site; USD 53,000 - 56,000; Full time

Job summary

Focus Partners seeks an Operations Specialist in its Core Operations Department to ensure smooth money movement with custodians, account maintenance, and new account openings. You will maintain high client service standards and collaborate across teams to resolve issues and communicate updates.

The role emphasizes attention to detail, initiative, and proactive problem solving, with overtime possible during peak periods and a comprehensive benefits package.

Qualifications

• Bachelor's degree in related field OR 3+ years in financial services
• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Ability to handle multiple priorities in a deadline-driven environment
• Proficiency in Microsoft Office Suite (especially Excel, Outlook, Word)
• Strong written and verbal communication skills
• Comfortable working with databases, workflow systems, and CRMs (e.g., Salesforce, Tamarac)
• Client-service mindset and collaborative attitude
• High level of integrity and discretion, especially with sensitive information
• Willingness to learn and take initiative
• Problem-solving skills with a proactive approach
• Familiarity with financial custodians (e.g., Fidelity, Schwab, Pershing) is a plus
• Experience with DocuSign, digital forms, or workflow tools is a bonus
• May require occasional overtime or flexibility during high-volume periods

Responsibilities

• Consistently deliver high-quality service to maintain firm standards
• Collaborate with Client Service Department and other teams
• Share knowledge and best practices with the team
• Communicate clearly with clients, custodians, and internal stakeholders
• Provide timely information to resolve inquiries and update on account statuses
• Anticipate and resolve complex situations proactively
• Support associates and advisors with accurate monetary transactions and account maintenance
• Research custodial issues and coordinate with internal teams
• Drive process improvements and operational efficiencies
• Pursue professional development through training and job shadowing
• Produce on-demand and scheduled reports for advisors and clients
• Participate in team meetings and special projects

Skills

Attention to detail

Organizational skills

Time management

Communication skills

CRM experience (Salesforce Tamarac)

Problem-solving

Education

Bachelor's degree in related field

Tools

Microsoft Office Suite (Excel, Outlook, Word)

CRM systems (Salesforce, Tamarac)

DocuSign

Job description

Focus Partners seeks an Operations Specialist in its Core Operations Department to ensure smooth money movement with custodians, account maintenance, and new account openings. You will maintain high client service standards and collaborate across teams to resolve issues and communicate updates.

The role emphasizes attention to detail, initiative, and proactive problem solving, with overtime possible during peak periods and a comprehensive benefits package.