Job Description

Service Advisor

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 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!

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