Service Advisor

Lead-Advisor • Full-time • New York, New York, United States • $60k - $75k / year • 2w 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

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