Service Advisor
2 weeks ago
San Antonio, Texas
Full-Time | On-site
[Seasons Wealth, LLC] - Independent Wealth Management Firm
About Us
At Seasons Wealth, we're a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. We're growing and looking for a dedicated Service Advisor to join our collaborative team.
Position Overview
As a Service Advisor, you will be the primary point of contact for existing clients, ensuring a high level of service and operational excellence. You'll support the advisory team in maintaining strong client relationships, managing client requests and ensuring the office runs smoothly.
Key Responsibilities
- Serve as the day-to-day liaison for a designated group of clients, addressing inquiries and coordinating solutions
- Assist advisor in preparing for client meetings, including compiling reports and documentation
- Process account openings, transfers, distributions, and other service requests
- Ensure accuracy and compliance in all client paperwork and transactions
- Maintain and update CRM and custodial platforms with client activity and notes
- Monitor account activity for potential issues and proactively resolve service needs
- Coordinate with custodians and other vendors as needed
- Assist with various marketing objectives, event planning and social media support
- 3+ years of experience in a client service or operational role within the financial services industry
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication skills
- Proficient with Microsoft Office Suite and CRM (Redtail experience is a plus)
- A client-focused professional who thrives on delivering exceptional service
- A proactive problem-solver with a strong sense of accountability
- A collaborative team player eager to grow with an independent firm
- Highly organized, tech-savvy, and able to manage multiple priorities
- Competitive salary - $60K-70K based on experience
- Paid Holidays and PTO
- Opportunities for career development and professional growth, including licensing for the right individual
- A supportive, team-oriented environment with work/life balance
- In office: Monday-Friday
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