Service Advisor-Wealth Management-Kansas City

Service Advisor

Role Profile Summary

The Service Advisor role is responsible for the retention of existing client relationships, and development of business opportunities obtained through interaction with existing clients. A Service Advisor is responsible for delivering regularly scheduled reviews, setting follow up meetings and routinely answering questions regarding complex financial planning and wealth strategies to clients and ensuring client satisfaction and retention.   

Core Responsibilities

• Serve as the Primary Relationship Manager on a subset of the firm's clients. 
• Serves as the Service Manager on a subset of clients to facilitate and accelerate the Transfer of Trust (handoff) process between Private Wealth Advisors and Producing Partners.
• Serve as the focal point for coordinating workflow and service for clients and prospects. 
• Expertly perform all functions of a Service Advisor. 

Qualifications

• Required:
• Bachelor’s degree with a major in finance, economics, accounts, financial planning or related field or equivalent experience in client service.
• 1-5 years in the wealth management or investment management industry.
• FINRA Series 7 & 63/65 
• Life & Health License (or obtained within 120-days)

Key Characteristics

• Strong ability to cultivate, produce, and maintain relationships.
• Approachable, respectful, and inclusive communication.
• Ability to give and receive constructive feedback.
• Ability to maintain confidentiality.
• Excellent verbal and written communication skills.
• Superior verbal and written communication and interpersonal skills.
• Extremely proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Excellent analytical, decision-making, and problem-solving skills.

*Competitive base salary + benefits package included