Focus Financial Partners · 1 day ago
Manager, Client Service
St. Louis, MO
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $80K/yr
5+ years expFocus Partners Wealth is seeking a Manager, Client Service to lead the delivery of a high-quality client service experience while managing a team of Client Service professionals. This role involves operational leadership, team development, and ensuring service standards are met through effective issue resolution and collaboration.
FinanceAsset ManagementFinancial ServicesWealth Management
Responsibilities
Manage and direct daily Client Service activities, ensuring appropriate coverage and consistent service levels
Prioritize work and adjust resources in response to fluctuating volumes, market activity, and seasonal demands
Step in during high-volume or high-stress periods to maintain service continuity and team stability
Serve as the primary owner for complex, escalated, or non-routine service issues involving advisors, clients, internal teams, or custodial partners
Drive issue resolution through effective coordination, sound judgment, and a unified, professional approach
Identify recurring issues and partner with stakeholders to address root causes and improve outcomes
Retain a limited CSA workload to maintain direct client engagement and provide hands-on support for the team
Lead, develop, and unify a geographically dispersed Client Service team through clear expectations, accountability, and engagement
Coach team members to deliver high-quality, high-touch service and support their professional growth
Provide regular feedback and performance coaching to achieve departmental and firm-wide goals
Recruit, onboard, train, and develop Client Service team members
Address performance and conduct matters in accordance with firm policy
Foster a positive, collaborative team culture and support employee engagement initiatives
Run team meetings to align priorities and reinforce standards
Monitor service metrics and trends to assess workload, capacity, and coverage needs
Ensure consistent service delivery through standardized service expectations and best practices
Proactively identify risks, bottlenecks, and resource constraints
Pursue efficiencies through effective use of tools, processes, and documentation
Leverage CRM and service tools to improve workflow management, visibility, and accountability
Build strong, trust-based relationships with advisory teams and advisory leadership
Advocate for Client Service while balancing advisor expectations, client experience, and firm priorities
Partner closely with Operations, Platform, Compliance, and other internal teams to support service delivery and change management
Coordinate with leadership to anticipate challenges and define actionable solutions
Lead communication and represent Client Service in firm initiatives, projects, and cross-functional efforts
Qualification
Required
5+ years of experience in the financial services industry, including a minimum of three years in the RIA industry
Demonstrated leadership ability with sound judgment, integrity, discretion, and the trust of colleagues
Proven ability to independently resolve complex or escalated service issues
Strong coaching and people leadership skills, with the ability to motivate and develop team members
Commitment to delivering an outstanding advisor and client service experience
Excellent communication, active listening, organizational, and relationship-management skills
Proven ability to collaborate effectively with stakeholders at all levels and work well with diverse personalities
Self-starter with a strong bias for action and the ability to prioritize and manage multiple initiatives in a fast-paced environment
Strong problem-solving skills, attention to detail, and consistent follow-through
Extensive knowledge of industry back-office practices and custodial platforms, including Charles Schwab and Fidelity
Fluency with service and workflow tools such as CRM systems (Salesforce), Orion, Pontera, and related platforms
Preferred
2+ years of experience supervising or managing service-oriented or operational teams preferred
Benefits
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Other rewards may include an annual cash bonus and a 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.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Travis Danysh
Chief Corporate Development Officer
Recent News
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