Client Service Advisor - Honolulu, HI

Advisor Talent Solutions•Honolulu, HI

2d•$65,000 - $80,000•Onsite

About The Position

EA Buck Financial Services in Honolulu, Hawaii is hiring a detail-oriented Client Service Advisor to support the efficient operation of its office. The position has three primary areas of focus: managing a personal client base as a private wealth manager and providing an EPIC planning experience; processing new business applications for that client base and up to four financial advisers; and coordinating client service for the advisor’s personal clients and assigned financial advisers. As a private wealth manager, the advisor uses EPIC planning and its supporting software and tools, including the BFS models and approved fixed indexed annuity and life products, while working toward annual sales goals. The role also includes preparing for client meetings, maintaining required licenses and insurance, documenting client interactions, and delivering timely and attentive service. The new business processing and client coordination duties include reviewing and submitting applications and servicing requests, tracking pending business, updating client records, preparing meeting recaps, scheduling client appointments, and assisting advisers. The position is in-office, Monday through Friday, from 8 a.m. to 5 p.m. Compensation is $65,000–$80,000 or more, plus uncapped monthly commission.

Requirements

Bachelor’s degree preferred.
Previous client interaction in an office environment.
Life and Health license, paired with either a Series 65 or a Series 7 and Series 66 combination.
Analytical, self-motivated, self-directed, and highly organized.
Strong interpersonal communication skills.
Advanced computer skills.

Nice To Haves

Five or more years of financial industry experience preferred.
Certified Financial Planner (CFP) designation preferred.
Bachelor’s degree preferred.

Responsibilities

Manage a personal client base as a private wealth manager and provide an EPIC planning experience using EPIC products, BFS models, and approved FIA and life products.
Maintain all required licenses in good standing and comply with applicable carrier, RIA, broker/dealer, and regulatory rules and requirements.
Maintain active errors and omissions insurance and act as a fiduciary for fee-based clients.
Attend scheduled meetings and market workshops, maintain appointment availability as agreed, and participate in co-adviser client meetings.
Learn and remain current on EPIC planning practices, products, and investments.
Respond to client and internal communications within two hours or by the end of the day, as applicable.
Use Nitrogen, Retirement Analyzer, Salesforce, tax projection software, and other required tools to support client planning.
Prepare thoroughly for client meetings and document client communications, meeting notes, calls, and emails in Salesforce on the same day.
Set annual, quarterly, and monthly sales goals and work toward achieving them.
Review incoming new-business requests and Life, Annuity, and Security applications and servicing requests for completeness, including supporting documentation.
Enter and update new-business information in the internal tracking system; prepare and process applications for assigned advisers; and scan and upload documents to client files in Citrix.
Submit complete documents to the broker/dealer and vendors for review and approval, and ensure outstanding requirements are satisfied.
Confirm receipt of sources of funds and process urgent client servicing requests, such as withdrawals, rebalancing or reallocation instructions, and account closures.
Track pending new business in Salesforce daily; process applications accompanied by checks within 24 hours and place checks in the safe.
Participate in daily check-in, HIVE, and WIG meetings and update client and business information in the CRM.
Prepare client review summaries for upcoming meetings and provide them to advisers two weeks before appointments, based on the adviser’s planning level.
Check in with advisers daily and call unbooked clients, members, and DISCOs to meet the stated appointment-booking targets.
Assist advisers with account servicing forms and record every Registered Representative and client conversation in Salesforce.
Provide backup for other administrative staff during lunch hours, vacations, sick days, and transition periods.
Deliver attentive client service and read or listen to at least four financial, educational, or motivational books annually.