What are the responsibilities and job description for the Service Advisor - San Antonio, TX position at Advisor Employee Services?
Job Title: Service Advisor
San Antonio, Texas
Full-Time | On-site
[Seasons Wealth, LLC] — Independent Wealth Management Firm
About Us
At Seasons Wealth, we’re a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. We’re growing and looking for a dedicated Service Advisor to join our collaborative team.
Position Overview
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.
Key Responsibilities
San Antonio, Texas
Full-Time | On-site
[Seasons Wealth, LLC] — Independent Wealth Management Firm
About Us
At Seasons Wealth, we’re a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. We’re growing and looking for a dedicated Service Advisor to join our collaborative team.
Position Overview
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.
Key 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
- 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 (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
- 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
- In office: Monday-Friday
Salary : $60,000 - $70,000