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Service Advisor Role

Clearwater, FL
Posted 3 months ago

Top financial advisor firm in Clearwater, FL looking for a quality person to support their advisor team.

  • Build, maintain and retain strong client relationships through diligent follow-up and follow-through
  • Fulfill routine client service requests, resolve inquiries, and escalate when appropriate
  • Work with existing clients of the firm, conduct financial plan and investments reviews, and identify consolidation opportunities
  • Provide financial planning advice, which includes investment, insurance, tax planning and estate planning
  • Conduct portfolio reviews of all level clients and identify opportunities by proposing various investment and insurance products and asset consolidation discussions
  • Resolve any issues regarding account maintenance, transfers, or paperwork
  • Act as subject matter expert to provide training/coaching/development for internal, cross-functional teams

Job Features

Job CategoryAdministration/Support

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