Service Manager

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

Job summary

Focus Partners Wealth in St. Louis, MO is seeking a Service Manager to deliver exceptional, solutions-oriented service to independent financial advisors. You will oversee operations, collaborate with teams, and advocate for advisors with custodians, ensuring timely responses and escalation resolution.

The role is hybrid from our St. Louis office, requiring 3+ years in financial services (RIA preferred), a bachelor’s degree, and excellent communication.

Qualifications

• 3+ years in the financial services industry, preferably in the RIA space.
• Prior customer service experience is preferred.
• Bachelor’s degree from an accredited university or equivalent work experience.
• Knowledge of back-office practices and custodians (Schwab, Fidelity, Pershing).
• Excellent verbal and written communication; strong problem-solving.

Responsibilities

• Deliver exceptional service to independent financial advisors and respond to inquiries.
• Collaborate with internal teams to ensure a seamless advisor experience.
• Position Advisor Services and Operations as advisor advocates during escalations.
• Serve as liaison with custodians and coordinate with departments to meet SLAs.
• Prioritize work to meet deadlines; maintain high accuracy under pressure.
• Build and maintain strong client relationships with staff and advisors.
• Educate advisors on Buckingham Partners offerings and best practices.

Skills

Financial services background

Customer service

RIA industry experience

Communication skills

Time management

Relationship building

Detail oriented

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

## Service ManagerApply: Partially Remote: St. Louis, Missouri: Full time: Posted 2 Days Ago: JR100374**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:****Primary Responsibilities:*** 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. This position is a **non-exempt** position. 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). Please note that the job title is subject to change based on the selected candidate’s experience and education.