Client Service Manager: Hybrid Lead & Growth Champion

LE0123 Focus Partners Wealth LLC; Clayton (MO); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401(k)

Job summary

Focus Partners seeks a Manager, Client Service to lead a high‑quality client service experience and develop a team of Client Service professionals. This exempt role balances hands‑on operational leadership with people management and collaboration across teams in a hybrid schedule (3 days in office, 2 remote).

The ideal candidate has 5+ years in financial services (RIA preferred), strong leadership, and proficiency with CRM tools like Salesforce, Orion, and Pontera.

Qualifications

• 5+ years of experience in the financial services industry, including a minimum of three years in the RIA industry.
• 2+ years of experience supervising or managing service-oriented or operational teams preferred.
• Demonstrated leadership ability with sound judgment, integrity, discretion, and the trust of colleagues.
• Proven ability to independently resolve complex or escalated service issues.
• Strong coaching and people leadership skills, with the ability to motivate and develop team members.
• Commitment to delivering an outstanding advisor and client service experience.
• Excellent communication, active listening, organizational, and relationship-management skills.
• Proven ability to collaborate effectively with stakeholders at all levels and work well with diverse personalities.
• Self-starter with a strong bias for action and the ability to prioritize and manage multiple initiatives in a fast-paced environment.
• Strong problem-solving skills, attention to detail, and consistent follow-through.
• Extensive knowledge of industry back-office practices and custodial platforms, including Charles Schwab and Fidelity.
• Fluency with service and workflow tools such as CRM systems (Salesforce), Orion, Pontera, and related platforms.

Responsibilities

• Service Delivery & Issue Management: Manage and direct daily Client Service activities, ensuring appropriate coverage and consistent service levels.
• Team Leadership & People Management: Lead, develop, and unify a geographically dispersed Client Service team through clear expectations, accountability, and engagement.
• Service Operations & Collaboration: Monitor service metrics and trends, optimize workflows, and coordinate with Operations, Platform, and Compliance.

Skills

Leadership

Client service

Communication

CRM systems

Tools

Salesforce

Orion

Pontera

Job description

Focus Partners seeks a Manager, Client Service to lead a high‑quality client service experience and develop a team of Client Service professionals. This exempt role balances hands‑on operational leadership with people management and collaboration across teams in a hybrid schedule (3 days in office, 2 remote).

The ideal candidate has 5+ years in financial services (RIA preferred), strong leadership, and proficiency with CRM tools like Salesforce, Orion, and Pontera.