What are the responsibilities and job description for the Service Advisor position at Advisor Employee Services?
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 :
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 :
Salary :
Benefits :
Hours :
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!
Salary : $60,000 - $80,000
