Operations Associate Intern

Program Dates: June 9 – August 14, 2026 (10 weeks)

Position Summary

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 3 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.

Interns who demonstrate exceptional performance may be considered early for a full-time position following graduation.

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 2026 and Spring 2027


• Successfully complete assessments within 5 days of receiving the link.


• Ability to work and commute out of FPW’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 Wealth 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, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at .

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

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 39-2-901.

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 state’s 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.