Service Advisor

Lead-Advisor • Full-time • New York, New York, United States • $60k - $75k / year • 16h ago

Service Advisor

Profile Summary

The Service Advisor position provides comprehensive support to Lead Advisors. This role focuses on handling administrative tasks related to client accounts, ensuring a smooth client experience, and adhering to firm policies and regulations. The Service Advisor is committed to providing exceptional customer service and assists advisors as a secondary point of contact for day-to-day client needs.

Core Responsibilities

• Provide operational support to multiple financial advisors by preparing reports and materials for client meetings.

• Support office initiatives, team meetings, and marketing events; maintain appropriate materials for meetings and events.

• Collaborate as part of the relationship team for firm clients, working with senior financial advisors under the supervision of Associate Lead or Lead Advisors.

• Engage with clients through regular contact, follow-ups, and supporting the new client onboarding process.

• Execute instructions from lead advisors and senior team members.

• Organize and manage client information and paperwork, particularly orders and planning documentation.

• Meet and engage with clients and potential clients.

• Commit to increasing knowledge related to wealth management.

• Represent the firm’s strategic brand and team service concept.

• Maintain familiarity with industry and economic trends; apply knowledge to client service and relationships.

• Adhere to and apply compliance standards.

• Work productively with clients, peers, and team members.

• Engage in ongoing growth of all skill sets and competencies needed to serve clients, the firm, and personal success.

Qualifications

• BA or BS degree from a four-year institution; strong interpersonal skills; self-motivated; history of personal success.

• 1-3 years of experience in the financial services industry, with a strong emphasis on client service, financial planning, and sales.

• Series 7 (or obtained within 60 days).

• A strong willingness to learn and take guidance from others.

• Strong organizational skills and attention to detail.

• Commitment to exceptional client service and experience.

Preferred:

• Progress towards a financial services designation such as CFP or CPWA, with plans to attain CFP within three years

Location: Hybrid- 3x a week in Midtown office

Salary: $60,000 $75,000

Related Jobs

Brokerage Clients Associate

US Tiger Securities • Full-time • New York, New York, United States • $60k - $80k / year • 1m ago

Client Service (CS)

1m ago

Apply

Wealth Client Service Associate

Marathon Asset Management • Full-time • New York, New York, United States • $130k - $160k / year • 2m ago

Client Service (CS)

2m ago

Apply

Client Services Associate

Aquarian Holdings • Full-time • New York, New York, United States • $150k - $170k / year • 2m ago

Client Service (CS)

2m ago

Apply

Certified Financial Planner

Stacey Braun Associates, Inc. • Full-time • New York, New York, United States • $100k - $150k / year • 3d ago

Financial Planning Strategy (FPS) CFP

3d ago

Apply

Asset & Wealth Management-New York- Associate - Finance, Structuring & Execution - 8349929

Goldman Sachs • Full-time • New York, NY, US • $105k - $122k / year • 3w ago

3w ago

Apply

Senior Manager (or Director) of Training

Center for Sustainable Finance and Private Wealth (CSP) North America • Full-time • Remote (New York, NY, US) • $100k - $145k / year • 3w ago

3w ago

Apply

Asset & Wealth Management, Investment Strategy, Portfolio Management Group, Wealth Management Professional, Analyst - New York

Goldman Sachs • Full-time • New York, NY, US • 3w ago

3w ago

Apply

KKR Solutions Investing Analyst/ Associate

KKR • Full-time • New York, United States, US • $130k - $150k / year • 3w ago

3w ago

Apply

Associate Wealth Management Advisor

Midas Wealth • Full-time • New York, New York, United States • $65k - $70k / year • 4w ago

Salaried Financial Advisor

4w ago

Apply

Senior Associate, Private Wealth

Blue Owl Capital • Full-time • New York, NY, US • $125k - $165k / year • 4w ago

4w ago

Apply