Service Advisor
E.a. Buck Financial Services•Rio Rancho, NM
484d•$70,000 - $80,000
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About The Position
The Service Advisor at E.A. Buck Financial Services is responsible for managing a personal client base as a private wealth manager, processing new business applications, and acting as a client coordinator. This role emphasizes superior customer service, attention to detail, and the ability to meet annual sales goals while providing an exceptional planning experience using EPIC products and tools.
