Service Manager

The Service Manager is responsible for delivering exceptional, solutions-oriented service to independent financial advisors and overseeing timely execution of operational and service requests. This includes developing a thorough understanding of operations and custodian processes and articulating the Buckingham Service Partners offering. The Service Manager is part of a dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Advisor Services and the organization.

Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility, the ability to work under pressure and within tight deadlines will be critical. Strong communication, attention to detail, flexibility, and successful problem solving is essential to be successful in this role.

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.

· Provide outstanding client service to advisors and their firms with a “one call resolution” mentality while demonstrating

empathy and solution focused problem-solving skills.

· Manage heavy inbound email, phone volumes & online portal requests.

· Build trust through high-touch personalized service, one interaction at a time.

· Anticipate client issues and proactively resolve while effectively coordinating with other departments.

· Educate advisors on Buckingham Strategic Partners offering, custodian, and industry best practices.

Qualifications:

· 3+ years in the financial services industry, specifically in RIA industry

· Preference for prior customer-service related experience

· Bachelor’s degree from and accredited college; or 3+ years of equivalent work experience

· Desire to take ownership and provide the best customer service in the industry

· Excellent interpersonal, verbal, and written communication skills with a desire to work in an inbound phone and email environment.

· Must have strong writing skills and can convey clear and concise messages through email

· Energetic self-starter who possesses an extremely positive attitude, flexibility, professionalism, empathy, and problem-solving skills.

· Quick learner with attention to detail and consistent follow-through

· Ability to work in a fast-paced, high-volume organization that remains committed to a collaborative and advisor-focused experience

 

 

 

 

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.