Client Service Advisor

3 weeks ago

Tyler, United States Wealth Planning Advisors Full time

A fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our business by helping to retain our extraordinary client base while supporting our consistent efforts to grow. At our core we believe clients come first and a high level of customer service is required.

Who we’re looking for:

We are seeking a Client Service Advisor who will work alongside our Advisors to service our existing clients. The Service Advisor is expected to have a deadline motivation, be client-focused, highly dependable, able to problem solve and have a thorough understanding of the financial services business. He or she must be comfortable operating autonomously and alongside senior Advisors.


Role and Responsibilities:

  • Responsibilities are broad and will change as the Service Advisor grows within Wealth Planning.
  • We place a large emphasis on Financial Planning, and everyone plays a critical role in preparing and delivering Financial Plans to our clients in gathering information throughout the year and working with plans within eMoney.
  • Manage and retain existing client relationships and grow those relationships by assisting with our servicing model as well as answering questions and providing updates to clients, as needed.
  • Being able to multi-task as client needs dictate and oversee meetings concerning our system of client onboarding.


Skills Needed/Desired:

  • Energetic with proven ability to meet deadlines as well as effectively identify and solve problems. Pleasant attitude and ability to grow.
  • Strong time management, able to effectively prioritize/multi-task and communicate.
  • Ability to work independently as well as cohesively with Advisors and team members.
  • Must maintain a high level of confidentiality and have a client-focused, helpful attitude.


Requirements:

  • An inherent interest in helping and serving others in their financial life.
  • Must work in our office daily.
  • Proven strong customer service skills
  • Must have basic securities registrations to be hired: Series 6/63/65 or Series 7/66
  • Must have strong communication, organizational and prioritization skills.
  • Microsoft Office – Outlook, Word, PowerPoint, and Excel


Preferred Requirements:

  • 2-5 years of experience in the financial services industry
  • Bachelor’s degree

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