Hybrid Advisor Services Manager

LE0123 Focus Partners Wealth LLC; Clayton (MO); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking a Service Manager to deliver exceptional, advisor-focused service and oversee operational requests on a hybrid schedule out of the St. Louis, MO office.

You will liaise with custodians, research inquiries, and advocate for advisors while maintaining high-quality client service. The role requires 3+ years in financial services, strong communication, and ownership mindset, with the potential for an annual bonus and comprehensive benefits.

Qualifications

• 3+ years in financial services, RIA experience preferred.
• Bachelor’s degree or 3+ years equivalent work experience.
• Strong knowledge of custodians and back-office practices.

Responsibilities

• Collaborate with internal teams to respond to inquiries and provide advisor support.
• Serve as liaison with custodians to resolve issues and improve service.
• Prioritize work to meet SLAs and deadlines with a high-touch approach.
• Educate advisors on Focus Partners offerings and industry best practices.
• Handle heavy inbound email, phone, and portal requests with empathy.

Skills

Customer service

Advisor support

Communication

Teamwork

Problem solving

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Pershing

Job description

Focus Partners is seeking a Service Manager to deliver exceptional, advisor-focused service and oversee operational requests on a hybrid schedule out of the St. Louis, MO office.

You will liaise with custodians, research inquiries, and advocate for advisors while maintaining high-quality client service. The role requires 3+ years in financial services, strong communication, and ownership mindset, with the potential for an annual bonus and comprehensive benefits.