Service 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

Job Description Summary: The Service Manager is responsible for delivering exceptional, solutions-oriented service to independent financial advisors and overseeing timely execution of operational and service requests. This includes developing a thorough understanding of operations and custodian processes and articulating the Buckingham Service Partners offering. The Service Manager is part of a dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Advisor Services and the organization. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility, the ability to work under pressure and within tight deadlines will be critical. Strong communication, attention to detail, flexibility, and successful problem solving is essential to be successful in this role. This position operates on a hybrid schedule out of our St. Louis, MO office.

Job Description

• Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors.
• Collaborate closely with internal teams to research and respond to inquiries for a seamless advisor experience.
• Position Advisor Services and internal Operations teams as advisor advocates when resolving escalations.
• Serve as the primary liaison with our Custodians (Schwab, Fidelity, Pershing, etc.).
• Effectively prioritize work to meet deadlines and service level agreements.
• Take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms.
• Provide outstanding client service to advisors and their firms with a "one call resolution" mentality while demonstrating empathy and solution focused problem-solving skills.
• Manage heavy inbound email, phone volume, and online portal requests.
• Build trust through high-touch personalized service, once interaction at a time.
• Anticipate client issues and proactively resolve while effectively coordinating with other departments.
• Educate advisors on Buckingham Strategic Partners offering, custodian, and industry best practices.
• Other duties and projects will be assigned as needed.

Qualifications

• 3+ years in the financial services industry, specifically within the RIA industry preferred.
• Prior customer service-related experience preferred.
• Bachelor’s degree from an accredited university or 3+ years of equivalent work experience in leu of degree.
• Extensive knowledge of industry back-office practices, including custodians (Charles Schwab, Fidelity, Pershing, etc.).
• Desire to take ownership and provide the best customer service in the industry.
• Excellent interpersonal, verbal, and written communication skills with a desire to work in an inbound phone and email environment.
• Energetic self-starter who possesses an extremely positive attitude, flexibility, professionalism, empathy, and problem-solving skills.
• Quick learner with strong attention to detail, organization, time management, and active listening skills.
• Ability to work and multi-task in a fast-paced, high-volume organization that remains committed to a collaborative and advisor-focused experience.
• Ability to build and maintain strong working relationships with clients and staff.
• Sensitive to issues of confidentiality.

Salary & Benefits

The annualized base pay range for this role is expected to be between $70,000 - $80,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

This position is a non-exempt position.

Location & Schedule

This position operates on a hybrid schedule out of our St. Louis, MO office.

Company Information

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. #LI-MB1 Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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