Jul 21, 2023

Service Advisor

  • Totus Tuus Consulting Inc
Full time Finance

Job Description

What we believe is that our Clients and our Team deserve to live their best life so they can enjoy the relationships and things that matter most to them.  We are currently building a world-class company.  We are looking for great people, excited to grow with us, who want to be part of a family like culture.

Totus Tuus Consulting is a faith based financial firm in St Augustine, FL.  We are looking for a strong, detail orientated Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently and our clients are taken care of with outstanding service.

Our formula for success is to Protect what matters most, Inspire you to live your best life, and Achieve what our team and clients did not know was possible. If you're looking to lead, grow  and freedom to build a great future, please contact us today!

Minimum Requirements:

·       Previous experience in processing confidential paperwork

·       Previous client interaction in an office environment

·       Intermediate to advanced computer skills

·       Financial background preferred

·       Insurance (215) license required

·       Willing to obtain Series 65 license

 

This position requires that you possess the following skills:

·       Strong organizational skills and attention to detail

·       Ability to demonstrate persistence to achieve quality

·       Excellent communication – both verbal and written

·       Self-directed initiative

·       Process driven

·       Strong follow-through

·       Highly Organized

 

Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

·       Prioritize day to day tasks and issues

·       Operate with a proactive approach to advisors & clients

·       Complete & process internal and external servicing requests

·       Maintain database programs (CRM)

·       Respond to client inquires as needed

·       Opening (as needed), closing & transferring of accounts

·       Generate and provide various reports to Advisor

·       Follow-up as necessary with vendor companies and clients

·       Assist advisor with pre-appointment preparation

  • Manage RMDs for all qualified client accounts
  • Gather account values and complete client review summary for upcoming appointments
  • Resolve any issues regarding new accounts, transfers, or amendments

·       Responsible for all pre-appointment preparation for assigned prospects

  • Guide clients through the rollover/transfer process
  • Assist main Advisor with meeting individual and team goals

Thank you for your interest in this role. Please take a moment to explore our website and the services provided. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

We are dedicated to responding to each applicant in a timely manner.


Apply Now