Client Service Advisor

The Client Service Advisor at EA Buck Financial Services in Rio Rancho, NM, manages a personal client base as a private wealth manager, processes new business applications, and acts as a client coordinator to ensure efficient office operations. The role focuses on delivering an EPIC planning experience, maintaining client relationships, and supporting financial advisers with various industry-specific tasks. Success in this position requires strong analytical, organizational, and communication skills, along with relevant financial industry experience and licenses.