REGISTRIEREN

Jobbörse

Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.
  • Ähnliche Jobs zu: Service Advisor
XX
Service AdvisorThomas Edwards Group • Coppell, Texas, United States
Jetzt Bewerben
XX

Service Advisor

Thomas Edwards Group
  • US
    Coppell, Texas, United States
  • US
    Coppell, Texas, United States
Jetzt Bewerben

Über

Service Advisor

Our client, a well-established wealth management firm, is seeking a Service Advisor to support advisors in delivering comprehensive financial planning and exceptional client service. This role serves as a key point of contact for clients, assisting with financial plan preparation, ongoing relationship management, and day-to-day service needs. The Service Advisor will work closely with senior advisors to help clients understand their financial position, retirement goals, investment strategies, and overall financial plans. This position offers a clear path for growth within the organization and is ideal for individuals interested in building a long-term career in financial planning and wealth management.

Key Responsibilities

  • Support advisors in managing client relationships and delivering a high level of client service.
  • Participate in client meetings, gather financial information, and assist with preparing financial plans and recommendations.
  • Help clients understand their financial plans, investment performance, retirement goals, and progress toward achieving those goals.
  • Serve as a primary contact for day-to-day client requests, account inquiries, and service-related needs.
  • Prepare client meeting materials, reports, financial planning documents, and other deliverables.
  • Coordinate account maintenance activities, including transfers, money movement requests, and new account documentation.
  • Ensure client records, documentation, and financial information remain accurate and up to date.
  • Research planning topics and assist advisors with developing financial planning recommendations.
  • Partner with internal team members to ensure timely and accurate completion of client service requests.
  • Maintain a proactive, relationship-focused approach while providing ongoing support to clients and advisors.

Qualifications Required

  • Bachelor's degree.
  • 2+ years of professional experience in financial services, accounting, tax, banking, or a related field.
  • Strong client service and relationship management skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong organizational skills and attention to detail.

Preferred

  • Experience in wealth management, financial planning, investment advisory, banking, public accounting, tax, or related professional services.
  • CFP, CPA, ChFC, or progress toward obtaining a professional designation.
  • Experience with financial planning software, CRM systems, or investment platforms.
  • Familiarity with eMoney, Salesforce, or similar systems.

Licensing

  • FINRA Series 7 and Series 65 (or equivalent) preferred.
  • Candidates without licenses must be willing and able to obtain required licenses within a reasonable timeframe after hire. Support for licensing will be provided.

Ideal Backgrounds Our client is open to considering professionals from a variety of backgrounds, including:

  • Wealth management and financial advisory firms
  • Investment and brokerage organizations
  • Public accounting and tax firms
  • Corporate accounting and finance teams
  • Banking and financial services organizations

Successful candidates will demonstrate a strong service mindset, an interest in financial planning, and a desire to grow within the wealth management industry. Skills & Attributes

  • Relationship-oriented with a strong commitment to client service
  • Professional, dependable, and self-motivated
  • Strong analytical and problem-solving abilities
  • Ability to explain financial concepts in a clear and approachable manner
  • Collaborative team player with a growth mindset
  • Proficient with Microsoft Office Suite (Excel, Word, Outlook)
  • Coppell, Texas, United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.

8'451 Jobs in deiner Nähe | TieTalent