Client Service Advisor

Duties And Responsibilities

• Manage a personal client base as a private wealth manager, providing financial planning using E.A. Buck’s EPIC process.
• Support assigned financial advisors by preparing and processing new business applications and client service forms.
• Maintain and update client information in Salesforce and other planning tools.
• Prepare client review summaries and assist in coordinating client meetings.
• Deliver exceptional client service by responding promptly to emails and calls and ensuring a high-quality client experience.
• Learn and stay current on EPIC planning tools, financial products, and best practices.
• Track business processing and follow through on outstanding requirements with broker-dealers or vendors.
• Participate in internal team meetings, workshops, and professional development opportunities.

Job Requirements

• Bachelor’s degree preferred.
• 3–5 years of financial services experience preferred.
• Must hold (or be able to obtain) FINRA Series 65 or 7/66, and Life & Health licenses.
• CFP certification preferred.
• Highly organized, analytical, self-motivated, and client-service oriented.
• Strong interpersonal communication and advanced computer skills.

Pay

Competitive base salary (commensurate with experience)

Benefits

• 100% employer-paid health, dental, and vision insurance
• Paid time off and company holidays
• 401(k) plan with generous employer match