Service Advisor - Livermore
2 weeks ago

Job summary
We are looking for a Service Advisor to assist with various industry specific tasks. The ideal candidate will have superior customer service skills and a great work ethic.
Responsibilities
- Licenses – Maintain in good standing all required licenses to act as a PWM at E.A. Buck.
E&O – Maintain active E&O insurance.
Fiduciary – Act as a fiduciary for all fee-based clients. - Check and collect incoming requests from the in-tray and the new business tray.
Job description
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