Operations Associate Intern (Summer 2027)

Program Dates: June 8 – August 13, 2027 (10 weeks)

As an Operations Associate Intern in our Client Service Department, you'll support key operational tasks such as money movement, account maintenance, and new account setup, while ensuring clear and professional communication. You'll work closely with team members to deliver high-quality service and maintain smooth day-to-day operations.

This role requires flexibility, attention to detail, and a proactive mindset, especially during periods of high volume or market activity. Occasional overtime may be needed. Success in this role depends on strong problem-solving skills, initiative, and consistent follow-through.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 2 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

The Focus internship program combines meaningful work experience with onboarding and training, mentorship, executive speaker sessions, firmwide networking, social and community engagement opportunities, formal performance feedback, and priority consideration for a full-time Operations Associate role based on performance and business needs.

Primary Responsibilities

• Deliver high-quality service that meets or exceeds client expectations.
• Collaborate across teams to support shared goals and ensure seamless service.
• Foster a positive team culture by sharing knowledge and best practices.
• Communicate clearly with clients, custodians, and internal stakeholders.
• Resolve inquiries and issues promptly with accurate, timely information.
• Anticipate and address complex situations proactively.
• Uphold the firm's core values in all interactions.
• Achieve individual goals aligned with broader team objectives.
• Support advisors and clients with operational tasks, including transactions, account maintenance, DocuSign routing, and new account setup.
• Act as a liaison with custodians to resolve issues in partnership with internal teams.
• Identify and implement process improvements to enhance efficiency.
• Engage in professional development through training and job shadowing.
• Generate reports for advisors and clients as needed.
• Participate in meetings, training, and committee work.

Qualifications

• Current students pursuing a bachelor's or master's degree in finance, economics, business, or a related field.
• Expected graduation date between December 2027 and Spring 2028
• Ability to complete required assessments and a digital video interview as part of the application process within 5 days of receiving the link. Note: You will need to complete a new digital video interview for each position/location you apply to.
• Ability to work and commute out of Focus Partner's St. Louis office; relocation assistance is not provided.
• Candidates must have permanent authorization to work in the U.S.
• Prior internship in client service, operations, or administrative support preferred.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Familiarity with financial services, custodians (e.g., Fidelity, Schwab), or tools like DocuSign is a plus.

This position is a non-exempt position. The base pay for this role is expected to be $20/hr. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. Please note that the job title is subject to change based on the selected candidate's experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.