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 - 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 http://focusfinancialpartners.com.