Operations Associate Intern (Summer 2027)

Job Description Summary:

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

As an Operations Associate Intern in our Client Service Department youll support key operational tasks such as money movement account maintenance and new account setup while ensuring clear and professional communication. Youll 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.

Job Description:

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 firms 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 bachelors or masters 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 Partners 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 applicants skill set. Please note that the job title is subject to change based on the selected candidates 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 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 or follow the company on LinkedIn .

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Required Experience:

Intern