Client Service Advisor - Honolulu, HI

Advisor Talent Solutions•Honolulu, HI

1d•Onsite

About The Position

EA Buck Financial Services is seeking a detail-oriented Client Service Advisor for its Honolulu, Hawaii office. The position combines private wealth management for a personal client base, new-business application processing for that base and up to four financial advisers, and client coordination for assigned clients and advisers. The role uses EPIC planning and related products, software, and planning tools, while maintaining a focus on annual sales goals and delivering a strong client experience. The advisor manages client relationships and planning, maintains required licenses and insurance, follows applicable carrier, RIA, broker/dealer, and regulatory rules, and acts as a fiduciary for fee-based clients. The position also includes preparing and processing applications and servicing requests, tracking pending business, coordinating meetings and client reviews, and documenting communications in Salesforce. The job is in-office, Monday through Friday, 8:00 a.m. to 5:00 p.m.

Requirements

Previous client interaction in an office environment.
Five or more years of financial industry experience.
Analytical, self-motivated, and self-directed.
Strong interpersonal communication skills.
Highly organized.
Advanced computer skills.

Nice To Haves

Bachelor's degree preferred.
CFP designation preferred.
Life and Health license paired with either a Series 65 or a Series 7 and Series 66 combination preferred.

Responsibilities

Manage a personal client base as a private wealth manager, delivering EPIC planning using BFS models and approved fixed indexed annuity and life products, while working toward annual sales goals.
Maintain all required licenses in good standing, follow applicable carrier, RIA, broker/dealer, and regulatory rules, and maintain active errors and omissions insurance.
Act as a fiduciary for fee-based clients.
Attend scheduled management meetings, maintain appointment availability as agreed for the office or region, attend market workshops, and participate regularly in co-adviser client meetings.
Stay current on EPIC planning best practices, EPIC products, and investments used in the EPIC process.
Respond to client and internal communications within two hours or by the end of the day, as applicable.
Use Nitrogen, Retirement Analyzer, Salesforce, and other required software and planning tools; use the EAB tax projection tool for discovery and review meetings.
Prepare thoroughly for client meetings and provide an EPIC planning experience.
Document client communications, including detailed meeting notes, calls, and emails, in Salesforce on the same day.
Set annual, quarterly, and monthly sales goals and work toward them; provide an excellent client service experience.
Read or listen to at least four financial, educational, or motivational books annually.
Check and collect incoming requests from the in-tray and new-business tray.
Review life, annuity, and securities new-business applications and servicing requests, including supporting documentation, for completeness.
Enter and update new-business information in the internal tracking system and prepare and process applications for assigned advisers.
Scan and upload documents into client files in Citrix and assist advisers with application preparation and new-business processing.
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 servicing items such as withdrawals, rebalancing or reallocation instructions, and account closures.
Track pending new business in Salesforce daily; process applications accompanied by a check within 24 hours and place the check in the safe.
Participate in daily check-in, HIVE, and WIG meetings and return client calls and emails within two hours.
Enter and update client and business information in the CRM.
Prepare client review summaries based on the adviser's planning level and deliver them to the adviser two weeks before scheduled appointments.
Check in with advisers daily and contact unbooked clients, members, and DISCOs to meet appointment-booking targets of 80%, 75%, and 70%, respectively.
Assist advisers with account servicing forms and record notes from every Registered Representative and client conversation in Salesforce.
Back up other administrative staff during lunch hours, vacations, sick days, and transition periods.