Client Service Advisor

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Client Service Advisor (CSA) to join our Denver-based team! The CSA plays a key role in managing client relationships, supporting financial advisors, and delivering an EPIC planning experience that helps our clients achieve their financial goals.

This is a full-time, in-office position available in our Denver, New Mexico, and Pleasanton offices.

Salary / Benefits Package:

• Competitive base salary (commensurate with experience)
• 100% employer-paid health, dental, and vision insurance
• Paid time off and company holidays
• 401(k) plan with generous employer match
• Access to professional development and industry conferences

Duties and Responsibilities:

• Manage a personal client base as a private wealth manager, providing financial planning using E.A. Buck’s EPIC process.
• Support assigned financial advisors by preparing and processing new business applications and client service forms.
• Maintain and update client information in Salesforce and other planning tools.
• Prepare client review summaries and assist in coordinating client meetings.
• Deliver exceptional client service by responding promptly to emails and calls and ensuring a high-quality client experience.
• Learn and stay current on EPIC planning tools, financial products, and best practices.
• Track business processing and follow through on outstanding requirements with broker-dealers or vendors.
• Participate in internal team meetings, workshops, and professional development opportunities.

Job Requirements:

• Bachelor’s degree preferred.
• 3–5 years of financial services experience preferred.
• Must hold (or be able to obtain) FINRA Series 65 or 7/66, and Life & Health licenses.
• CFP certification preferred.
• Highly organized, analytical, self-motivated, and client-service oriented.
• Strong interpersonal communication and advanced computer skills.