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Service Advisor - Brielle, NJ

Advisor Talent Solutions
  • New Jersey
    30+ days ago

    Job Description

     
    Service Advisor
    Are you ready to elevate your financial services career in an environment that puts your growth and well-being first? At William Skillender Wealth Management & Tax Advisory in Brielle, NJ, we believe that as a Service Advisor your expertise in client service and your commitment to excel deserves a place where you can flourish.
     
    We believe that a great retirement is about more than just money—it’s about truly enjoying life. We’re committed to helping others achieve these dreams—because it’s what we want for ourselves and our families, too. If you want to make a real difference in people’s lives while building a rewarding career, join us.
     
    What You’ll Do
    • Effectively prioritize and manage daily tasks and operational matters
    • Provide proactive support to advisors and clients, anticipating needs and opportunities
    • Accurately complete and process service requests in a timely manner
    • Maintain and update client and account databases with precision
    • Respond promptly and professionally to client inquiries
    • Complete the opening, closing, and transfer of client accounts
    • Generate, analyze, and deliver various reports for advisors
    • Process financial transactions with accuracy and attention to detail
    • Conduct follow-up communication with partners and clients as needed
    • Assist advisors with comprehensive pre-appointment preparation
    • Investigate and resolve issues related to new account openings, transfers, or amendments
    • Conduct client meetings to review needs and options
     
    What We’re Looking For:
    • Must live within 20 minutes of our Brielle office (101 Union Ave Brielle, NJ 08730)
    • 2+ years of financial services experience
    • Insurance licensing preferred Series 6, 65 or higher, or willing to obtain
    • Personable and outgoing
    • Strong organizational skills and attention to detail
     
    Bonus Points:
    • Previous experience in processing confidential, detailed paperwork
    • Previous client interaction in an office environment
     
    What You’ll Get:
    Pay & Perks:
    • $75k - $100k based on experience (range includes bonus)
    • Firm paid medical insurance, SEP IRA, and PTO
     
    Schedule:
    • In office: Monday – Friday, 8am-4pm
    • Flexibility to accommodate client appointments during evening hours is preferred
     
     
    Presented by Advisor Talent Solutions
    Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
     
    Learn more about our approach and services at advisortalentsolutions.com     
     

    Numbers & Facts

    LocationNew Jersey
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Analysis Skillsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Establish Prioritiesunmatched
    • Financial Servicesunmatched
    • Financial Transactionsunmatched
    • Health Insuranceunmatched
    • Insuranceunmatched
    • Licensingunmatched
    • Maintenance Servicesunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Series 6unmatched
    • Tax Accountingunmatched
    • Time Managementunmatched
    • Transaction Processing/Managementunmatched
    • Wealth Managementunmatched

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