Service Manager
The Service Manager at Focus Financial Partners is responsible for delivering exceptional, solutions-oriented service to independent financial advisors and overseeing the timely execution of operational and service requests. This role requires a thorough understanding of operations and custodian processes, as well as the ability to articulate the company's offerings. The Service Manager is part of a dynamic team and collaborates closely with teammates across Advisor Services and the organization to ensure seamless service delivery.
Key responsibilities include working in a team-based environment to provide exceptional service to financial advisors, collaborating with internal teams to research and respond to inquiries, serving as the primary liaison with custodians such as Schwab, Fidelity, and Pershing, and effectively prioritizing work to meet deadlines and service level agreements. The Service Manager is also expected to take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms.
The ideal candidate will have at least 3 years of experience in the financial services industry, specifically in the Registered Investment Advisor (RIA) sector, and a preference for prior customer-service related experience. A bachelor's degree from an accredited college or 5+ years of equivalent work experience is required. Strong interpersonal, verbal, and written communication skills, a positive attitude, flexibility, professionalism, empathy, and problem-solving skills are essential. The candidate should also have extensive knowledge of industry back-office practices, including custodians such as Charles Schwab, Fidelity, and Pershing.
The annualized base pay range for this role is expected to be between $60,000 and $70,000. 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. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Focus Financial Partners 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. The company fosters a collaborative and inclusive work culture, providing team members the flexibility to work a hybrid schedule, defined as three days in-office work required per week, with the option to work remotely two days per week, or as assigned by their team leader.