Service Advisor - Livermore

Only for registered members Livermore, United States

2 weeks ago

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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.

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