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 is a hybrid role. The Service Manager is expected to be in the office 2 days per week and can work from home 3 days per week.
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.
- 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 volumes & online portal requests.
- Build trust through high-touch personalized service, one interaction at a time.
- Anticipate client issues and proactively resolve while effectively coordinating with other departments.
- Educate advisors on our offering, custodian, and industry best practices.
- Other duties and projects will be assigned as needed.
Qualifications
- Bachelor's degree or 3+ years of equivalent work experience
- 3+ years in the financial services industry, specifically in the RIA industry
- Extensive knowledge of industry back-office practices, including custodians (Charles Schwab, Fidelity, Pershing, etc)
About Focus Partners Wealth
Focus Partners Wealth 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, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
*This is a Non-exempt
The annualized base pay for this role is expected to be $67,000/year. Actual
base pay could 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 for employees.
