Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Operations Specialist: Client Accounts & Transfers

$53k - $56k

Focus Partners Wealth

Focus Partners Wealth is looking for an Operations Specialist in St. Louis, Missouri. The role involves supporting a network of advisors in managing client accounts, ensuring quality control, and resolving issues effectively. Candidates should possess a Bachelor’s degree and relevant experience, ideally in financial services. The position allows for a hybrid work model - 3 days in the office and 2 days remote. The estimated annual salary ranges from $53,000 to $56,000, with opportunities for bonuses and a comprehensive benefits package. #J-18808-Ljbffr Focus Partners Wealth

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Hybrid Operations Specialist: Client Accounts & Transfers in Saint Louis, MO vacancy
  • $53k - $56k

    Focus Partners is seeking an Operations Specialist to support its network of advisors in servicing client accounts. The ideal candidate will have a Bachelor's degree and at least...  ...quality control. The position offers a hybrid work schedule, blending both in-office and remote... 
    Accounts
    Work at office
    Remote work

    Focus Partners

    Saint Louis, MO
    1 day ago
  • $53k - $56k

     ...Financial Partners is looking for an Operations Specialist in St. Louis, Missouri. This role involves...  ...a network of advisors and servicing client accounts, requiring effective communication...  ...$53,000 and $56,000/year, with a hybrid work model allowing for both in-office... 
    Accounts
    Work at office
    Remote work

    Focus Financial Partners

    Saint Louis, MO
    4 days ago
  •  ...is looking for a candidate to support client accounts in St. Louis, MO. Responsibilities include...  ...client account on/off-boarding, cash transfers, and administrative support. The ideal...  ...communication skills. This position offers a hybrid work schedule after training,... 
    Accounts

    RubinBrown Executive Recruiting (Formerly ABACUS Recruiting)

    Saint Louis, MO
    4 days ago
  • $53k - $56k

     ...Position Summary As an Operations Specialist, you will have the...  ...things related to servicing client accounts. This person will work with...  ...the flexibility to work a hybrid schedule. Our hybrid model...  ...accounts, account maintenance, transfers or cashiering Maintain... 
    Accounts
    Work at office
    Local area
    Remote work
    Monday to Friday
    2 days per week

    Focus Financial Partners Inc.

    Saint Louis, MO
    11 hours ago
  • $65k - $73k

     ...advisory firm in St. Louis is seeking a disciplined Client Service Associate to support advisor operations and improve client service. This full-time position...  ...ensuring smooth office operations, managing client accounts, and providing excellent service. Candidates should... 
    Accounts
    Full time
    Work at office

    RFG Advisory

    Saint Louis, MO
    11 hours ago
  •  ...POSITION SUMMARY The SUM Operations Specialist is responsible for the day-...  ...operational excellence and client experience. Their...  ...and private stakeholders. Transfer utility information accurately...  ...set-up and maintain McCarthy accounts. Create and maintain projects... 
    Accounts
    For subcontractor

    McCarthy Building

    Saint Louis, MO
    1 day ago
  • $19 - $23.28 per hour

     ...an experienced processor in Deposit Operations who is responsible for functions within...  ...following areas including ACH, Wire Transfer, Bookkeeping, Account Services, Commercial Analysis,...  ...phone calls from internal and external clients regarding a wide variety of IRA RMD... 
    Accounts
    Remote work

    First Bank & Trust Company

    Saint Louis, MO
    11 hours ago
  • $119.83k - $209.73k

     ...consulting firm is seeking an Industrial Client Service Leader for electric utilities to...  ...identifying opportunities and expanding key client accounts. This role requires a Bachelor's degree...  ...skills. The position offers hybrid work options and a competitive salary range... 
    Accounts

    CDM Smith

    Saint Louis, MO
    2 days ago
  • $53.5k - $69k

     ...data quality issues, the EDI Operations Specialist role might be your ideal...  ...to peers while maintaining client-specific coding, mapping, and...  ...This position allows for a hybrid work schedule which includes...  ...vision coverage, health savings accounts, a 401(k)-retirement savings... 
    Accounts
    Work at office
    Work from home
    Flexible hours
    3 days per week

    Safety National

    Saint Louis, MO
    3 days ago
  • &Partners in St. Louis is seeking an experienced operations specialist to support client services and manage operational activities. The ideal candidate...  ...include assisting with asset movement, account maintenance, and document processing. Strong communication... 
    Accounts

    &Partners

    Saint Louis, MO
    1 day ago
  • $46k - $60k

     ...Louis is looking for an Insurance Operations Coordinator to support client operations for Large Casualty functions...  ...submissions, analyzing account details, and driving operational efficiency...  ...preferred. This role allows for a hybrid work schedule with a minimum of 3 days... 
    Accounts
    Work at office

    Safety National

    Saint Louis, MO
    1 day ago
  • $55k - $65k

     ...putting advisors and their clients first. Built on a true...  ...and dedicated specialists, creates an environment...  ...great people thrive, operational excellence drives efficiency...  ...array of client and account activities. You will...  ...including asset movements (transfers, journals, withdrawals... 
    Accounts
    Full time
    Contract work
    Work at office

    Wealthy Group of Companies LLC

    Saint Louis, MO
    11 hours ago
  • Financial Operations Lead Analyst - Evernorth - HYBRID page is loaded## Financial Operations Lead Analyst - Evernorth...  ...and reconciliation reporting for clients’ Financial Pricing and Rebate...  ...Guarantees for the organization’s key accounts. This position may be required to... 
    Accounts
    Contract work
    Work experience placement
    Local area
    Work from home

    Cigna Health and Life Insurance Company

    Saint Louis, MO
    11 hours ago
  •  ...Health is currently seeking a full‑time Operations Support Specialist! Opportunity The Operations Support...  ...and Swansea, IL) will be required. Hybrid work environment for a local...  ...Short Term Disability, Health Savings Account/Flexible Spending Account, Fraud Protection... 
    Accounts
    Remote job
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Esse Health

    Saint Louis, MO
    4 days ago
  • $35 - $40 per hour

     ...management, we provide our clients with all of the tools...  ...bookkeeping functions within our operations, including accounts payables and receivables,...  ...grow over time. It is a hybrid remote/in-office position....  ...retention, protection, retrieval, transfer, and disposal. Manage... 
    Accounts
    Hourly pay
    Part time
    Work at office
    Remote work

    Intersection Real Estate

    Saint Louis, MO
    8 days ago
  •  ...Anywhere Real Estate is seeking a Wire Desk Associate in St. Louis, Missouri. This role involves managing time-sensitive wire transfer requests with a focus on accuracy and efficiency. Candidates must demonstrate strong data entry skills and have a background in customer... 

    Anywhere Real Estate

    Saint Louis, MO
    2 days ago
  •  ...are in search of an experienced operations specialist to assist with services supported...  ...partnering with practices to meet client needs, and managing exceptions to...  ...asset movement, document processing, account maintenance, account transfers, advisory, estate, annuities,... 
    Accounts
    Work at office

    &Partners

    Saint Louis, MO
    3 days ago
  • $100.47k - $118.2k

     ...Job Title Operations Specialist Job Description Summary Works with the Director, Operations...  ...teams understand and exceed Client's goals/expectations. Understand andobservecompliance...  ...Disciplines, Yardi, IFRS prescribed accounting Work with the MDs,Engineeringto... 
    Accounts
    Minimum wage
    Local area
    Flexible hours

    Cushman & Wakefield

    Saint Louis, MO
    1 day ago
  • Gannett Fleming, Inc. is seeking an Operations Specialist to join their Power Group. This position offers hybrid or remote options for the right candidate and is essential for executing operational initiatives to improve utilization and operational tools. The ideal candidate... 
    Remote job

    Gannett Fleming, Inc.

    Saint Louis, MO
    2 days ago
  •  ...involves developing and implementing sales strategies for key accounts, focusing on new client acquisition. Candidates should have at least 3 years of...  ...strong organizational and communication skills. This hybrid position offers opportunities for professional growth and... 
    Accounts

    Cigna Health and Life Insurance Company

    Saint Louis, MO
    2 days ago
  • $120k - $130k

    IST Management is hiring a Regional Operations Manager in St. Louis, MO, responsible for managing client accounts and operations staff. This full-time position requires strong communication and digital skills, with a salary between $120,000 and $130,000+. Benefits include... 
    Accounts
    Full time
    Remote work

    IST Management

    Saint Louis, MO
    4 days ago
  • $60k - $114k

     ...multiple locations across the United States. The Senior Client Account Specialist ensures the firm receives timely payments from debtors. Responsibilities...  ...by the Firm’s General Counsel. Recommend proposed transfers of any accounts to the Firm’s collections attorney,... 
    Accounts
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours
    Shift work

    Husch Blackwell

    Saint Louis, MO
    4 days ago
  • $46k - $60k

     ...This opportunity is in the Account Services department. Responsible...  ...rating services to audits to operational guidance, the available...  ...play a vital role in delivering client support for our Large Casualty...  ...This position allows for a hybrid work schedule which includes... 
    Accounts
    Work at office
    Work from home
    Flexible hours
    3 days per week

    Safety National

    Saint Louis, MO
    1 day ago
  •  ...completing ad hoc analyses and owning our reporting services. Hybrid opportunity‑ candidates should live in the Greater St. Louis area...  ...Development Health Care and Dependent Care Flexible Spending Accounts Paid Time Off benefit combines vacation, sick days, holidays... 
    Accounts
    Live in
    Flexible hours

    Direct Jobs

    Saint Louis, MO
    4 days ago
  • $39.5k

    Enterprise Holdings in St. Louis, MO is hiring an Accounts Receivable Coordinator responsible for managing business-to-business accounts...  ...accounts for collections and maintaining accurate records. A hybrid schedule is available, with a competitive first-year target compensation... 
    Accounts

    Enterprise Holdings

    Saint Louis, MO
    4 days ago
  • $18.99 per hour

    A leading mobility solutions provider in St. Louis is hiring an Accounts Receivable Coordinator to manage overdue accounts and resolve disputes. This role offers a blend of in-person and hybrid work options with fixed hours, Mondays to Fridays. The ideal candidate has at... 
    Accounts
    Monday to Friday

    Enterprise Mobility

    Saint Louis, MO
    1 day ago
  • $21.5 per hour

     ...Client Account Coordinator - Collections Team As we continue to build our team in support...  ...success) it's also great for employees. Our operations center is located at 2281 Ball Dr. St....  ...automatic and manual electronic funds transfers Other duties as assigned... 
    Accounts
    Hourly pay
    Full time
    Live in
    Work at office
    Local area
    Remote work
    Work from home
    Monday to Friday

    Enterprise Holdings

    Saint Louis, MO
    1 day ago
  • A leading law firm is seeking a Client Account Specialist to support its financial operations. This role involves addressing client payment issues, improving accounts receivable outcomes, and managing delinquent accounts. The ideal candidate has at least 3 years of collections... 
    Accounts
    Remote job

    Husch Blackwell

    Saint Louis, MO
    3 days ago
  • $53.5k - $69k

     ...leading specialty insurance provider is looking for an EDI Operations Specialist to ensure the accuracy of EDI data. This role requires analytical...  ...and have proficiency in Excel. The position offers a hybrid work schedule, with a salary range of $53,500 to $69,000, plus... 

    Safety National

    Saint Louis, MO
    1 day ago
  •  ...services company in St. Louis is seeking an Equipment Finance Operations Specialist to manage the full lifecycle of equipment finance loans....  ...years of experience in equipment financing. The company offers hybrid work flexibility, generous PTO, and comprehensive health... 

    CAN Capital

    Saint Louis, MO
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Operations Specialist: Client Accounts & Transfers. Be the first to apply!