Summary of Essential Duties:
The Client Service Advisor is the primary point of contact for McKay Wealth Management clients. Having such frequent contact makes the Client Service Advisor a key contributor to client satisfaction and client retention, both of which are essential to growth in revenue and profitability. He/she will be responsible for delivering the firm’s premium client service through direct client interaction, paperwork processing and behind the scenes coordination with other team members. This position requires knowledge of the core tenets of investments, financial planning, experience in a planning support role and the ability to interact with clients at a high-level. The Client Service Advisor demonstrates grace under pressure, a positive attitude and the ability to handle a heavy workload.
Knowledge, Skills, and Abilities