About this role
Operations Specialist at Focus Financial Partners. Location: St. Louis, Missouri, United States. Role: opening accounts, updating accounts, transferring funds Requirements: Bachelor’s degree and 1+ years operations/client service experience; OR HS diploma and 5+ years financial services; experience with Schwab/Fidelity/Pershing; Salesforce knowledge. Category: Business Operations Seniority: Mid Level Tools: Salesforce, Outlook, Custodian websites Commitment: Full Time Workplace: Hybrid Languages: English