Focus Partners Wealth
OperationsSpecialist
“Operations Specialist at Focus Partners Wealth. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, client account servicing, advisor support. supporting our network of advisors in all things related to servicing client accounts. work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, mo”
Industry & Context.
Provide support and problem resolution to Advisors and internal teams; Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome
Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season.
What They're Looking For.
Must Have
Bachelor’s degree in related field and 1+ years of operations/client service OR High School Diploma and 5+ years of working in financial services or related field.
Nice to Have
Experience working with Charles Schwab, Fidelity, or Pershing, Knowledge of CRM systems, preferably Salesforce
What You'll Do.
supporting our network of advisors in all things related to servicing client accounts
custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts
updating existing accounts
moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner
Adjust focus as required to provide support to your team
Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts
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
and internal teams to obtain the best possible outcome
Remain current on trends and policy changes required by custodians due to regulatory updates
How You'll Work.
Team & Collaboration
work as part of a collaborative team; work with advisors, custodian partners as well as internal team members; Provide support and problem resolution to Advisors and internal teams; Liaise with custodian partners and Advisors; Research and resolve issues with advisors, custodial partners, and internal teams
Communication Scope
Utilize effective communication skills with both internal and external partners
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