Service Advisor jobs in Charleston, SC

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Client Service Administrator - Financial Firm - Charleston, SC
  • Advisor Employee Services
  • Charleston, SC FULL_TIME
  • Client Service Administrator
     
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     
    Our growing financial service firm, Curran Financial, in Charleston, SC is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
     
    Job Description:
    The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
     
    Key Skills:
    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Proactive management style and consistent follow-through
     
    Minimum Requirements:
    • Associates Degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience – Salesforce or Redtail experience, preferred
     
    Responsibilities:
    This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues
    • Input notes into CRM and keep updated
    • Coordinate and follow up on each client transfer
    • Review application prior to submission
    • Prepare client review summary for upcoming appointments
    • Maintain professional communication with clients and staff
    • Assist with client updates, reports, and mailings
    • Assist in setting client appointments
     
    Salary:
    $45,000 - $55,000 (without security licenses, based on years of experience)
    $55,000 - $65,000 (with security licensing, based on years of experience)
     
     
    Benefits – YOU BET!
    After 90-days of employment:
    • Medical
    • Dental
    • Vision
    • HSA, with choice of the HD Medical Plan option
    • 401(k) match
    • Unlimited PTO
     
    Hours
    Monday – Friday
    8:30 AM – 5:00 PM
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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!

  • 1 Month Ago

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Automotive Service Advisor
  • Woodie's Auto Service
  • Summerville, SC FULL_TIME
  • Are you ready to be a part of a TRUE winning culture?! Woodie's Auto Service is looking for a GREAT Automotive Assistant Manager to join our family! We believe you can take us to the next level and we...
  • 2 Days Ago

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Service Advisor
  • Rick Hendrick Jeep Chrysler Dodge Ram FIAT
  • Charleston, SC FULL_TIME
  • Rick Hendrick Jeep Chrysler Dodge Ram FIAT Location: 8333 Rivers Ave, North Charleston, South Carolina 29406 Summary: Responsible for selling, identifying and documenting service, maintenance, and rep...
  • 7 Days Ago

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Service Advisor
  • Rick Hendrick Chevrolet (Charleston)
  • Charleston, SC FULL_TIME
  • Rick Hendrick Chevrolet (Charleston) Location: 1500 Savannah Hwy, Charleston, South Carolina 29407 Summary: Responsible for selling, identifying and documenting service, maintenance, and repair servic...
  • 12 Days Ago

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Service Advisor
  • Hay Tire Pros
  • Charleston, SC FULL_TIME
  • Hay Tire Pros in Charleston, SC is looking for an experienced Service Advisor. Starting Pay $18 to $25 Hourly (Negotiable Based on Experience) Looking for a company that cares about you and offers the...
  • 13 Days Ago

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Service Advisor
  • The Auto Club Group
  • Charleston, SC FULL_TIME
  • It's a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:SalaryJob Description:Why Choose a Career with the AAA The A...
  • 2 Months Ago

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0 Service Advisor jobs found in Charleston, SC area

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Dealership Cleaner
  • Automaxx of the Carolinas
  • Summerville, SC
  • Are you ready to join our team as a full-time Dealership Cleaner? This exciting opportunity will allow you to work on-si...
  • 12/15/2024 12:00:00 AM

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Automotive Technician: Ford Lincoln Veteran Careers Program
  • Ford Veteran Careers
  • Ravenel, SC
  • Overview The Ford-Lincoln Veteran Careers Program is designed to promote the hiring of qualified United States Military ...
  • 12/15/2024 12:00:00 AM

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Automotive Express/Maintenance Technician
  • Hudson Automotive Group
  • Summerville, SC
  • Job Details Job Location Hudson Nissan of Summerville - Summerville , SC Job Shift Day Description Pay Starting at $17/h...
  • 12/15/2024 12:00:00 AM

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Automotive Technician: Ford Lincoln Veteran Careers Program
  • Ford - Lincoln Veteran Careers Program
  • Charleston, SC
  • Overview: The Ford-Lincoln Veteran Careers Program is designed to promote the hiring of qualified United States Military...
  • 12/14/2024 12:00:00 AM

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Automotive Technician: Ford Lincoln Veteran Careers Program
  • Ford Veteran Careers
  • Charleston, SC
  • Overview The Ford-Lincoln Veteran Careers Program is designed to promote the hiring of qualified United States Military ...
  • 12/14/2024 12:00:00 AM

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automotive mechanic technician
  • Subie Doctors
  • Charleston, SC
  • Job Description Job Description Looking for a experienced automotive technician (preferred subaru technician) to join ou...
  • 12/14/2024 12:00:00 AM

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Automotive Service Technician
  • Audi Charleston
  • Charleston, SC
  • Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to jo...
  • 12/13/2024 12:00:00 AM

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Automotive Technician
  • Hendrick Automotive Company
  • North Charleston, SC
  • Hendrick Toyota North Charleston Location: 7151 Rivers Ave, North Charleston, South Carolina 29406 Hendrick Automotive G...
  • 12/13/2024 12:00:00 AM

Charleston is the oldest and largest city in the U.S. state of South Carolina, the county seat of Charleston County, and the principal city in the Charleston–North Charleston–Summerville Metropolitan Statistical Area. The city lies just south of the geographical midpoint of South Carolina's coastline and is located on Charleston Harbor, an inlet of the Atlantic Ocean formed by the confluence of the Ashley, Cooper, and Wando rivers. Charleston had an estimated population of 134,875 in 2017. The estimated population of the Charleston metropolitan area, comprising Berkeley, Charleston, and Dorche...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Service Advisor jobs
$50,254 to $68,664
Charleston, South Carolina area prices
were up 1.5% from a year ago

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