Advisor Services Manager - Hybrid, Client-Focused

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

Benefits offered by this job

Medical benefits

Dental & Vision Insurance

401(k)

Life insurance

Job summary

The Service Manager role at Focus Partners delivers exceptional, solutions-oriented service to independent financial advisors and oversees timely execution of operational requests. This hybrid position operates from the St. Louis, MO office with daily collaboration across Advisor Services and the broader organization.

Success requires strong communication, problem solving, attention to detail, and the ability to work under pressure while maintaining confidentiality and a client-first approach.

Qualifications

• 3+ years in the financial services industry, preferably within the RIA sector.
• Bachelor’s degree or 3+ years of equivalent work experience.
• Extensive knowledge of back-office practices and custodians (e.g., Schwab, Fidelity, Pershing).
• Strong interpersonal, verbal and written communication for inbound phone/email support.

Responsibilities

• Deliver exceptional service to financial advisors and respond to inquiries.
• Collaborate with internal teams to ensure seamless advisor experience.
• Position Advisor Services as advisor advocates when resolving escalations.
• Serve as liaison with custodians and manage priority work to meet SLAs.
• Educate advisors on Buckingham Service Partners offerings and best practices.

Skills

Customer service

Communication

Teamwork

Attention to detail

Education

Bachelor's degree or 3+ years equivalent

Job description

The Service Manager role at Focus Partners delivers exceptional, solutions-oriented service to independent financial advisors and oversees timely execution of operational requests. This hybrid position operates from the St. Louis, MO office with daily collaboration across Advisor Services and the broader organization.

Success requires strong communication, problem solving, attention to detail, and the ability to work under pressure while maintaining confidentiality and a client-first approach.