What are the responsibilities and job description for the Service Advisor Specialist position at E.A. Buck Financial Services?
At E.A. Buck Financial Services, we are looking for a highly skilled Service Advisor to join our team.
Job Description:
The Service Advisor will be responsible for managing a personal client base as a private wealth manager, providing an EPIC planning experience with the use of all three areas of EPIC products.
Key Responsibilities:
- Managing client relationships and providing exceptional customer service
- Processing new business applications and servicing requests
- Acting as a client coordinator and ensuring seamless communication between clients and advisors
Requirements:
- Bachelor's degree preferred
- Previous client interaction in an office environment
- 5 years of financial industry experience
- CFP certification preferred
- Life & Health paired with Series 65 or Series 7 & 66 combination
Benefits:
- 401k with automatic 3% contribution from company
- Pre-paid insurance (health, vision, dental, pharmaceutical)
- Paid holidays
- PTO
Work Environment:
Monday-Friday, 8am-5pm (in-office)
