Manager, Client Service
The Manager, Client Service at Focus Partners Wealth leads a team of Client Service professionals to deliver a high-quality and consistent client service experience. This role involves balancing operational leadership with people management, handling escalations, and continuously improving service processes to uphold the firm's standards. The Manager serves as a trusted partner to advisors, internal teams, and custodial partners, ensuring exceptional service delivery to advisory teams and clients.
Key responsibilities include managing daily Client Service activities to ensure appropriate coverage and consistent service levels, prioritizing work in response to fluctuating volumes, and stepping in during high-volume periods to maintain service continuity. The role also involves serving as the primary owner for complex or escalated service issues, driving issue resolution through effective coordination, and identifying recurring issues to address root causes. Additionally, the Manager retains a limited Client Service Associate workload to maintain direct client engagement and provide hands-on support to the team.
The position requires a minimum of five years of experience in the financial services industry, including at least three years in the Registered Investment Advisor (RIA) industry. Preferred qualifications include over two years of experience supervising or managing service-oriented or operational teams. The ideal candidate demonstrates leadership ability with sound judgment, integrity, and discretion, and possesses strong coaching and people leadership skills. A commitment to delivering an outstanding advisor and client service experience, excellent communication and organizational skills, and proficiency with industry back-office practices and custodial platforms are essential.
The annualized base pay range for this exempt position is expected to be between $75,000 and $80,500. Actual base pay may vary based on factors such as experience, subject matter expertise, geographic location, and the applicant's skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package.
Focus Partners Wealth offers a collaborative and dynamic work environment with opportunities for professional growth. The firm provides team members the flexibility to work a hybrid schedule, defined as three days in-office work per week, with the option to work remotely two days per week, or as assigned by the team leader. This structure supports work-life balance while maintaining a high level of service excellence.