Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced Financial Firm, Seasons Wealth in San Antonio TX is looking for a strong, detail-oriented Service Advisor to assist with various industry-specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
Previous experience in processing confidential, detailed paperwork
Previous client interaction in an office environment
Intermediate to advanced computer skills
CRM experience preferred (Redtail or Salesforce)
This position requires you to possess the following skills:
Strong organizational skills and attention to detail
Ability to demonstrate persistence to achieve quality
Excellent communication; both verbal and written
Self-directed initiative
Process driven
Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Prioritize day-to-day tasks and issues
Operate with a proactive approach to advisors and clients
Complete and process servicing requests
Maintain database programs
Respond to client inquiries as needed
Opening, closing, and transferring of accounts
Generate and provide various reports to Advisor
Process transactions
Follow-up as necessary with vendor companies and clients
Assist Advisor with pre-appointment preparation
Resolve any issues regarding new accounts, transfers, or amendments
Salary:
$60,000-$80,000
Benefits:
Paid Holidays
PTO
Hours:
Monday - Friday: 9:00 am - 4:30 pm
Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!