Service Advisor
4 days ago
Are you a customer service expert with a passion for delivering exceptional experiences? E.A. Buck Financial Services is seeking a highly skilled Service Advisor to join our team in Leland, NC. As a Service Advisor, you will play a critical role in ensuring the smooth operation of our office, providing top-notch support to our clients and financial advisors.
Key Responsibilities:- Manage a personal client base as a private wealth manager, providing an EPIC planning experience using EPIC products and software.
- Process new business applications for clients and financial advisors, ensuring timely and accurate completion.
- Act as a client coordinator, providing exceptional support to clients and financial advisors, and ensuring seamless communication.
- Bachelor's degree preferred.
- Previous client interaction experience 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.
- $70K-$80K salary range.
- Monthly commission (uncapped).
- 401k with automatic 3% contribution from company.
- Pre-paid insurance (health, vision, dental, pharmaceutical).
- Paid holidays.
- PTO.
- Monday-Friday, 8am-5pm (in-office).
E.A. Buck Financial Services is a leading financial services company dedicated to providing exceptional service to our clients. We are committed to building a team of talented professionals who share our passion for delivering outstanding results. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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