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.