Hybrid Senior Manager, Client Service Delivery

Focus Partners Wealth; St. Louis (MO); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Hybrid work model

Job summary

Focus Partners is seeking a Manager, Client Service to lead the delivery of a high-quality client service experience while directing a team of Client Service professionals in a hybrid St. Louis environment.

The role blends hands-on operational leadership with people management, issue escalation, and continuous process improvement across Client Service, Core Operations, and Platform Operations to uphold service standards for advisors and clients.

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.
• Demonstrated leadership with sound judgment, integrity and trust.
• Proven ability to independently resolve complex or escalated service issues.
• Experience with custodial platforms and back-office tools (e.g., Charles Schwab, Fidelity).

Responsibilities

• Direct daily Client Service activities with appropriate coverage and service levels.
• Lead, develop, and unify a geographically dispersed Client Service team.
• Monitor service metrics, identify risks, and drive process improvements.
• Collaborate with Operations, Platform, and Compliance to support delivery.
• Own escalated issues and maintain hands-on support during high-volume periods.

Skills

Leadership

Communication

Problem solving

Team management

Prioritization

Customer service

Tools

Salesforce

Orion

Pontera

Charles Schwab

Fidelity

Job description

Focus Partners is seeking a Manager, Client Service to lead the delivery of a high-quality client service experience while directing a team of Client Service professionals in a hybrid St. Louis environment.

The role blends hands-on operational leadership with people management, issue escalation, and continuous process improvement across Client Service, Core Operations, and Platform Operations to uphold service standards for advisors and clients.