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© All Rights Reserved. ApplyBlast.com
8a78826751d3645501521809b9c50bfd
The Client Service Advisor at EA Buck Financial Services in Honolulu, HI, supports an established and growing office by managing a personal client base as a private wealth manager, processing new business applications, and acting as a client coordinator. The role focuses on delivering an EPIC planning experience using various software tools and products while maintaining annual sales goals. This position requires strong analytical, organizational, and interpersonal skills to ensure efficient office operations and exceptional client service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 8a78826751d3645501521809b9c50bfd.
15% above the average for this role