- Manages and accurately processes cases in the Salesforce queue per the team's service standards.
- Provides status updates, as needed, to Service Managers and advisors regarding pending transactions and service requests.
- Works with custodian partners to resolve any outstanding issues and come up with creative solutions to complex issues that arise.
- Remains proactive when problem solving on behalf of our advisors' clients.
- Uses excellent communication skills, both verbal and written, as this role is client-facing
- Provides Regional Ops phone support
- Is highly organized and has strong attention to detail with the ability to deliver excellent results
- Remains current on trends and policy changes required by custodians due to regulatory changes
- Bachelor's Degree required
- 2+ years working in financial services or client services preferred. Experience working with Charles Schwab, Fidelity, or Pershing a plus.
- Thrive in a fast-paced work environment while executing service level standards
- Desire to take ownership and provide the best customer service in the industry
- Proactive with the ability to think ahead and act independently
- Must work well in a team environment, supporting others and filling in as necessary
- Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
- Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
- Top RIA Firms, Forbes, 2022
- Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
- Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
- Top Registered Investment Advisers, Financial Times, 2020, 2019
- Top Grower in Missouri in 2022, Citywire RIA
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Account Services Specialist - Saint Louis, United States - BUCKINGHAM STRATEGIC WEALTH LLC
Description
Job Description
Job DescriptionAs an Account Services Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to service and operations. As a member of the Service, Trading, & Operations team, the Cashiering Specialist will work with advisors and internal team members to move client funds at our custodian partners as well as on our portfolio management systems.
We are open to local St. Louis candidates offering a hybrid working schedule, Monday-Friday 8:30am-5:00pm.
Essential Job Duties and Responsibilities:
Basic Qualifications:
Buckingham's Compensation and Benefits
This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
Who is Buckingham Wealth Partners?
Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.
Buckingham employs more than 600 associates in over 50 office locations nationwide.
Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.
Buckingham's Awards & Accolades
