Remote Operations Specialist - Financial Services

Focus Partners Wealth; St. Louis, Northern (MO, KY); Hybrid; USD 53,000 - 56,000; Full time

Job summary

Focus Partners Wealth is seeking an Operations Specialist to support core operations including money movement, custodians, account maintenance, and new accounts. You will work with the Client Service Department and other teams to ensure top-tier service and accurate processing of transactions.

The role emphasizes attention to detail, initiative, and proactive problem solving, with opportunities to contribute to process improvements and reporting for advisors and clients.

Qualifications

• Bachelor’s degree in related field; 1+ years ops/client service, or HS diploma with 3+ years in financial services.
• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Comfortable with multiple priorities in deadline-driven environments.

Responsibilities

• Deliver high-quality service to maintain standards and exceed client expectations.
• Collaborate with Client Service and other departments to support shared objectives.
• Communicate professionally with clients, custodians, and internal stakeholders via phone, email, and other channels.
• Provide timely and accurate information to resolve inquiries and address account statuses.
• Assist with monetary transactions processing, account maintenance, and new account requests.
• Produce on-demand and scheduled reporting for advisors and clients as needed.
• Participate in team meetings, training, and committee work as assigned.

Skills

Attention to detail

Organizational skills

Time management

Excel

Outlook

Word

Salesforce

Tamarac

DocuSign

CRM proficiency

Communication

Client service mindset

Integrity & discretion

Initiative & problem solving

Team collaboration

Education

Bachelor’s degree in related field

High School Diploma + 3+ years in financial services

Tools

Salesforce

Tamarac

DocuSign

Job description

Focus Partners Wealth is seeking an Operations Specialist to support core operations including money movement, custodians, account maintenance, and new accounts. You will work with the Client Service Department and other teams to ensure top-tier service and accurate processing of transactions.

The role emphasizes attention to detail, initiative, and proactive problem solving, with opportunities to contribute to process improvements and reporting for advisors and clients.