Service Advisor

7 days ago


Louisville, Kentucky, United States Retireone, Inc. Full time

**About Us**

RetireOne, Inc. is a cutting-edge national Outsourced Insurance Desk for Registered Investment Advisors.

We are seeking a highly skilled Service Advisor to join our team and support our partner advisory firms.

This position offers a unique opportunity to work in a fast-paced environment and contribute to the growth of our company.

Key Responsibilities:

  • Provide exceptional service to investment advisors and their clients.
  • Manage client needs through follow-up, research, and collaboration with business partners.
  • Answer technical questions and provide guidance on operational subjects.
  • Anticipate client issues and proactively resolve them.
  • Prioritize and escalate emails and phone calls as needed.

Requirements:

  • Some customer service experience preferred.
  • Excellent communication and problem-solving skills.
  • Able to work in a structured environment during specified hours.
  • High attention to detail and ability to manage transactional work.
  • Proven passion for helping others and building strong relationships.

What We Offer:

  • A competitive salary range of $37,500 to $48,000 depending on experience.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.


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