Operations Specialist
As an Operations Specialist at Focus Financial Partners, you will be an integral part of a collaborative team dedicated to supporting our network of advisors in servicing client accounts. This role involves working closely with advisors, custodian partners, and internal team members to manage tasks such as opening new accounts, updating existing ones, transferring client funds between custodians, and distributing assets to clients promptly. Flexibility is essential, as you may need to adjust priorities throughout the day to assist Regional Managers in meeting service level agreements, especially during periods of high-volume activity.
Key responsibilities include developing proficiency in a specific area of specialization, providing support and problem resolution to advisors and internal teams regarding new accounts, account maintenance, transfers, or cashiering. You will maintain a high standard of quality control for all incoming requests, liaise with custodian partners and advisors to process requests successfully, and research and resolve issues to achieve the best possible outcomes. Staying current on trends and policy changes required by custodians due to regulatory updates is also a critical aspect of this role.
The ideal candidate will possess a bachelor's degree in a related field with at least one year of operations or client service experience, or a high school diploma with a minimum of five years of experience in financial services or a related field. Experience working with custodians such as Charles Schwab, Fidelity, or Pershing is preferred, along with knowledge of CRM systems, preferably Salesforce. Strong attention to detail, effective communication skills, and the ability to adapt to changing priorities are essential for success in this position.
The annualized base pay range for this role is expected to be between $53,000 and $56,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and the applicant's skill set. In addition to base pay, other rewards may include an annual cash bonus and a comprehensive benefits package.
Focus Financial Partners offers a dynamic work environment that blends deep expertise and expansive resources with a boutique, client-first fiduciary philosophy. Team members have the flexibility to work a hybrid schedule, defined as three days of in-office work per week, with the option to work remotely two days per week, or as assigned by their team leader. This structure supports work-life balance while fostering collaboration and professional growth.