Job Description
Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a Regional Operations Specialist I to support their network of advisors in servicing client accounts, including tasks like opening new accounts and maintaining existing ones. 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 Regional Operations phone support 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 Helps maintain accounts on the Envestnet and Orion platforms 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 Regional Operations phone support 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 Helps maintain accounts on the Envestnet and Orion platforms 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 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