Service Advisor - Financial Firm - San Jose, CA
Service Advisor - Financial Firm - San Jose, CA
Posted on :
25-07-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 75258 - 85110
Vacancy
1 Vacancy
Posted on :
25-07-2025
Job Description
Service Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office Heckman Financial in San Jose CA is looking for a strong detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first.
Minimum Requirements:
- A bachelors degree in finance business administration or a related field is required
- Life & Health Insurance License and Series 65 required
- 3 years experience in customer relationship management with a focus on client satisfaction
- Proven experience in investment management asset management or a related field is preferred
- Strong financial analysis skills with the ability to interpret complex data effectively
- Knowledge of corporate accounting principles and practices is advantageous
- Familiarity with securities law and regulations governing the financial industry is a plus
- Strong communication skills both verbal and written to convey information clearly to clients
- Ability to work collaboratively within a team environment while also being self-motivated
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we providing excellent client service you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we providing excellent client service you will:
- Serve as the primary point of contact for clients addressing inquiries and providing guidance on investment and asset management strategies
- Conduct thorough financial analyses to assess client portfolios and recommend appropriate adjustments.
- Manage cash flow and ensure effective cash management practices are followed
- Maintain up-to-date knowledge of securities law and compliance requirements to advise clients accurately
- Foster strong customer relationships through effective communication and personalized service
- Collaborate with internal teams to develop tailored wealth management solutions for clients
- Regularly meet with clients to provide account reviews
- Support financial sales initiatives by identifying opportunities for cross-selling additional services to existing clients.
Salary:
- $75258.00 - $85110.00/year based on experience
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
- Commission pay
- Bonus opportunities
Hours:
- In office: Monday Friday 8am-5pm
Ability to Commute:
- San Jose CA 95113 (Required)
Ability to Relocate:
- San Jose CA 95113: Relocate before starting work (Required)
Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
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