Manager, Client Service

Focusfinancialpartners

St. Louis, MO, United States
Base: $75,000-$80,500; bonus/equity: annual cash b...
On-site
Client service delivery
Team management and development
Issue resolution and escalation
Leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals

Job Summary

  • Leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals.
  • Serves as a trusted partner to advisors, internal teams, and custodial partners, guiding the team to deliver exceptional service to advisory teams and clients.
  • Focus provides team members the flexibility to work a hybrid schedule, defined as 3 days in office work required per week.

Matching Summary

Leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals.

Salary

Base: $75,000-$80,500; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Client service delivery
  • Team management and development
  • Issue resolution and escalation
  • Financial services industry experience
  • RIA industry experience
  • Custodial platform knowledge

Nice-to-have

  • Proactive leadership
  • Continuous improvement mindset
  • Collaboration with internal teams
  • Adaptability in dynamic environments

Key Requirements

  • 5+ years financial services experience
  • 3+ years RIA industry experience
  • 2+ years supervisory/management experience
  • Experience with Charles Schwab and Fidelity
  • Proficiency with CRM and service tools (Salesforce, Orion, Pontera)

Work Rights

Not specified

Tailored Resume

Cover Letter