Operations Associate (PAC)

Focus Financial Partners is a leading financial services firm that provides integrated wealth management, family office, and business management services. They are seeking an Operations Associate to specialize in account onboarding and cashiering, playing a critical role in delivering exceptional client experiences by simplifying complex processes and maintaining high operational standards.

Responsibilities

• Prepare all paperwork for new client onboarding and additional accounts for existing clients
• Ensure all forms are completed accurately, submitted in a timely manner, and meet compliance standards
• Process account documentation across multiple custodians, including Schwab, Fidelity, and Pershing
• Resolve issues such as missing documents or non-standard cases by working closely with internal teams and custodians
• Stay current on custodial platform tools and complete all relevant custodial trainings
• Look for opportunities to enhance the client experience (e.g., anticipating future needs, consolidating documentation that requires signatures)
• Accurately and promptly process cashiering requests (ACH transfers, wires, checks, journals, RMDs, capital calls, etc.)
• Ensure all money movement transactions comply with firm and custodial policies, including callback protocols
• Identify opportunities to consolidate client signature requests and enhance processing efficiency
• Maintain accurate client records across CRM and custodial platforms
• Regularly audit client data to identify and correct errors or inconsistencies
• Coordinate with Advisors and other service team members to ensure alignment and a seamless client experience
• Assist with special projects
• Contribute to updating internal training materials and onboarding best practices
• Participate in enhancing workflows as systems and processes evolve
• Uphold strict confidentiality of all client, firm, and employee information

Skills

• Bachelor's Degree preferred; 1+ years of experience in financial services preferred
• Familiarity with account onboarding processes and major custodians (Schwab, Fidelity, Pershing) a plus
• Strong attention to detail, problem-solving skills, and ability to manage multiple deadlines effectively
• Proficiency in Microsoft Office and CRM platforms (Salesforce, Dynamics 365, or similar)
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively in a fast-paced environment

Benefits

• Annual cash bonus
• Comprehensive benefits package

Company Overview