What are the responsibilities and job description for the Financial Planning Support Lead position at E.A. Buck Financial Services?
E.A. Buck Financial Services is seeking a highly motivated Service Advisor to join our team.
Job Summary:
The Service Advisor will be responsible for providing exceptional client service and support, managing client relationships, and collaborating with advisors to ensure seamless communication and coordination.
Key Qualifications:
- Bachelor's degree in a related field
- Minimum 3 years of experience in a similar role
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
Responsibilities:
- Managing client relationships and resolving any issues that may arise
- Providing exceptional client service and support
- Collaborating with advisors to ensure seamless communication and coordination
