Operations Specialist

Focus Partners Wealth is an organization of wealth, asset, and business management resources that supports clients in managing their financial future. The Operations Specialist will work collaboratively with advisors and internal teams to service client accounts, including tasks like opening new accounts and resolving issues with custodians. 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 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 Experience working with Charles Schwab, Fidelity, or Pershing preferred Knowledge of CRM systems, preferably Salesforce Benefits Annual cash bonus Comprehensive benefits package Company Overview Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Focus Partners Wealth has a track record of offering H1B sponsorships, with 1 in 2022, 1 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.