Service Specialist

Overview

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, 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.

Essential Duties and Responsibilities

• Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors and supporting the team
• Assist advisors with requests through a mix of email, inbound and outbound calls, and online portal
• Collaborate with internal teams to research and respond to advisor inquiries
• Process platform-based client account requests such as allocation and program changes, billing updates, cost basis, etc.
• Coordinate with our custodian partners (Schwab, Fidelity, TD Ameritrade, and Pershing) to research client account requests and provide status updates
• Provide navigation support, run reports, and compile data from various sites
• Other duties and projects will be assigned as needed

Required Qualifications

• Bachelor's Degree, or 5 years of equivalent work experience
• 1 years financial services industry experience
• Schwab, Fidelity, TD Ameritrade, and/or Pershing custodian experience preferred

Other Qualifications

• Passion for providing a superior level of service and support
• Energetic self-starter with an extremely positive attitude, enthusiasm, professionalism, empathy, and problem-solving skills.
• Ability to work independently as well as with dynamic teams
• Must work well in a collaborative team environment, supporting others and filling in as necessary, including across locations
• Strong in multi-tasking, prioritization, attention to detail, and organization
• Comfortable with navigating multiple web-based applications simultaneously

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus 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, 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 500 associates in over 40 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

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2020, 2019, 2018, 2017, 2016
• Top 20 RIA, Financial Advisor Magazine, 2020, 2019
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top 40 RIA Firms, Barron's, 2018
• Top 25 RIA, Financial Advisor Magazine, 2018
• Top 30 RIA Firms, Barron's, 2017
• Top 25 RIA Firm, Financial Advisor Magazine, 2017
• Top 100 Wealth Managers, Forbes, 2015