Advisor Services Manager: Client-Focused Support

Focus Partners Wealth; St. Louis, Northern (MO, KY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Focus Partners Wealth in St. Louis, MO is seeking a Service Manager to deliver exceptional, solutions-oriented service to independent financial advisors. You will oversee operations, collaborate with teams, and advocate for advisors with custodians, ensuring timely responses and escalation resolution.

The role is hybrid from our St. Louis office, requiring 3+ years in financial services (RIA preferred), a bachelor’s degree, and excellent communication.

Qualifications

• 3+ years in the financial services industry, preferably in the RIA space.
• Prior customer service experience is preferred.
• Bachelor’s degree from an accredited university or equivalent work experience.
• Knowledge of back-office practices and custodians (Schwab, Fidelity, Pershing).
• Excellent verbal and written communication; strong problem-solving.

Responsibilities

• Deliver exceptional service to independent financial advisors and respond to inquiries.
• Collaborate with internal teams to ensure a seamless advisor experience.
• Position Advisor Services and Operations as advisor advocates during escalations.
• Serve as liaison with custodians and coordinate with departments to meet SLAs.
• Prioritize work to meet deadlines; maintain high accuracy under pressure.
• Build and maintain strong client relationships with staff and advisors.
• Educate advisors on Buckingham Partners offerings and best practices.

Skills

Financial services background

Customer service

RIA industry experience

Communication skills

Time management

Relationship building

Detail oriented

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

Focus Partners Wealth in St. Louis, MO is seeking a Service Manager to deliver exceptional, solutions-oriented service to independent financial advisors. You will oversee operations, collaborate with teams, and advocate for advisors with custodians, ensuring timely responses and escalation resolution.

The role is hybrid from our St. Louis office, requiring 3+ years in financial services (RIA preferred), a bachelor’s degree, and excellent communication.