Service Advisor
5 days ago
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
- 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
- 401k with automatic 3% contribution from company
- Pre-paid insurance (health, vision, dental, pharmaceutical)
- Paid holidays
- PTO
- Monday-Friday, 8am-5pm (in-office)
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