- 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.
- Other duties and projects will be assigned as needed.
- Experience:
- 3+ years in the financial services industry, specifically in RIA industry
- 1 year experience working with Custodians (Schwab, Fidelity, Pershing)
- Education: Bachelor's degree; or 5+ years experience in place of degree
- 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
- No. 6 on RIA Channel's 2021 Top 100 Wealth Managers List
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Service Manager - Saint Louis, United States - BUCKINGHAM STRATEGIC WEALTH LLC
Description
Job Description
Job DescriptionThe 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.
The hours are Monday through Friday from 8:00 a.m to 5:00 p.m. Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week.
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. 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, 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
