Service Advisor

5 days ago


Honolulu, Hawaii, United States E.A. Buck Financial Services Full time
Job Title: Service Advisor

E.A. Buck Financial Services is seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.

Key Responsibilities:
  • Provide exceptional client service and support to clients and financial advisors
  • Manage client relationships and build strong, long-term relationships with clients
  • Drive business growth through sales and marketing efforts
  • Process new business applications and servicing requests
  • Act as a client coordinator and provide administrative support to financial advisors
Requirements:
  • Bachelor's degree preferred
  • Previous client interaction in an office environment
  • 5+ years of Financial Industry Experience Preferred
  • CFP Preferred
  • Life & Health paired with either a Series 65 or Series 7 & 66 combination
Benefits:
  • 401k with automatic 3% contribution from company
  • Pre-paid insurance (health, vision, dental, pharmaceutical)
  • Paid holidays
  • PTO
Work Environment:
  • Monday-Friday, 8am-5pm (in-office)

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