Operations Specialist

Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The Regional Operations Specialist I will support a network of advisors with tasks related to servicing client accounts, including account management and problem resolution, while maintaining a high standard of quality control. Responsibilities Have proficiency in one specialization Adjust focus as required to provide support to your team Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites Utilize effective communication skills with both internal and external partners Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering Maintain a high standard of quality control for all incoming requests Liaise with custodian partners and Advisors to successfully process requests Review requests for clarity and /or omissions prior to submission to our custodian partners Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome Remain current on trends and policy changes required by custodians due to regulatory updates Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season Skills Bachelor'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 field Experience working with Charles Schwab, Fidelity, or Pershing Knowledge of CRM systems, preferably Salesforce Benefits Annual cash bonus Comprehensive benefits package Company Overview Focus 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