Operations Specialist

Focus Financial Partners is a leading financial services firm that provides integrated wealth management and business management services. The Operations Specialist will support advisors in servicing client accounts, including tasks such as opening and updating accounts and transferring funds, while maintaining high standards of quality control and effective communication with partners.ResponsibilitiesHave proficiency in one specializationAdjust focus as required to provide support to your teamHave a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websitesUtilize effective communication skills with both internal and external partnersProvide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashieringMaintain a high standard of quality control for all incoming requestsLiaise with custodian partners and Advisors to successfully process requestsReview requests for clarity and /or omissions prior to submission to our custodian partnersResearch and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcomeRemain current on trends and policy changes required by custodians due to regulatory updatesOvertime may be required, specifically around high-volume times such as the end of a quarter and tax seasonSkillsBachelor's degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related fieldExperience working with Charles Schwab, Fidelity, or Pershing preferredKnowledge of CRM systems, preferably SalesforceBenefitsAnnual cash bonusComprehensive benefits packageCompany OverviewFocus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is http://focusfinancialpartners.com.



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