Service Specialist

Focus Financial Partners•Saint Louis, MO

7d•$55,000 - $60,000•Hybrid

About The Position

Focus Partners Wealth is seeking a Service Specialist to join our team! The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility and the ability to work within tight deadlines will be critical. Strong communication, attention to detail, and willingness to learn are essential to be successful in this role. 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.

Requirements

Bachelor’s degree from and accredited college; or 2+ years of equivalent work experience

Nice To Haves

1+ years in the financial services industry preferred
Preference for prior customer-service related experience

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.