Service Advisor
4 weeks ago
Are you a customer service expert with a passion for delivering exceptional experiences? E.A. Buck Financial Services is seeking a skilled Service Advisor to join our team in Honolulu, HI. As a key member of our operations team, you will play a vital role in ensuring the smooth execution of our financial services.
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 processing.
- Act as a client coordinator, providing exceptional customer service and support to clients and advisors.
- 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.
- Analytical skills.
- Self-motivated and self-directed.
- Strong interpersonal communication skills.
- Highly organized.
- Advanced computer skills.
- $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 reputable and growing financial services company. We are committed to providing exceptional customer service and support to our clients and advisors. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.
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