Service Advisor - Brielle, NJ

Advisor Talent Solutions•Brielle, NJ

7d•$75,000 - $100,000•Onsite

About The Position

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.

Requirements

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

Nice To Haves

Previous experience in processing confidential, detailed paperwork
Previous client interaction in an office environment

Responsibilities

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