Service Advisor - Financial Firm - San Antonio, TX

Advisor Talent Solutions • San Antonio, TX

13d • $60,000 - $70,000 • Onsite

About The Position

As a Service Advisor, you will be the primary point of contact for existing clients, ensuring a high level of service and operational excellence. You’ll support the advisory team in maintaining strong client relationships, managing client requests and ensuring the office runs smoothly.

Requirements

• 3+ years of experience in a client service or operational role within the financial services industry
• Exceptional attention to detail and organizational skills
• Excellent verbal and written communication skills
• Proficient with Microsoft Office Suite and CRM

Nice To Haves

• Redtail experience is a plus
• A client-focused professional who thrives on delivering exceptional service
• A proactive problem-solver with a strong sense of accountability
• A collaborative team player eager to grow with an independent firm
• Highly organized, tech-savvy, and able to manage multiple priorities

Responsibilities

• Serve as the day-to-day liaison for a designated group of clients, addressing inquiries and coordinating solutions
• Assist advisor in preparing for client meetings, including compiling reports and documentation
• Process account openings, transfers, distributions, and other service requests
• Ensure accuracy and compliance in all client paperwork and transactions
• Maintain and update CRM and custodial platforms with client activity and notes
• Monitor account activity for potential issues and proactively resolve service needs
• Coordinate with custodians and other vendors as needed
• Assist with various marketing objectives, event planning and social media support

Benefits

• Competitive salary - $60K-70K based on experience
• Paid Holidays and PTO
• Opportunities for career development and professional growth, including licensing for the right individual
• A supportive, team-oriented environment with work/life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed