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Focus Financial Partners · 2 months ago

Service Specialist

St. Louis, MO

Full-time

Hybrid

Entry Level

$55K/yr - $60K/yr

1+ years exp

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a Service Specialist to provide exceptional, solutions-oriented service to independent financial advisors while collaborating closely with internal teams and managing operational requests.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

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

Assist with a variety of requests through email, inbound and outbound calls, and online portal

Support the Service Manager team by filling in for daily coverage, as needed

Support the Service Manager team by completing report-centric tasks from internal teams

Other duties and projects will be assigned as needed

Qualification

Financial services experienceCustomer service experienceBachelor's degreeWillingness to learnCommunicationAttention to detail

Required

Bachelor's degree from an accredited college; or 2+ years of equivalent work experience

Strong communication skills

Attention to detail

Willingness to learn

Flexibility and the ability to work within tight deadlines

Preferred

1+ years in the financial services industry

Prior customer-service related experience

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Financial Partners

Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

Founded in 2006

New York, New York, USA

5001-10000 employees

http://focusfinancialpartners.com

Funding

Current Stage

Public Company

Total Funding

$85M

2023-02-27Acquired

2018-07-25IPO

2009-11-16Series Unknown· $50M

Leadership Team

Michael Nathanson

Chief Executive Officer

Adam Birenbaum

President

Recent News

GlobeNewswire

Focus Financial Partners Selects VRGL to Help Standardize and Scale the Prospect and Client Engagement Process

2026-01-15

Business Wire

Vialto Partners Expands Global Work Capabilities With Addition of Notable Immigration Lawyers

2026-01-06

Pulse 2.0

Focus Financial Partners: Adam Birenbaum Named As Incoming CEO As Michael Nathanson Transitions To Chairman

2025-12-15

Company data provided by crunchbase