Client Service Associate

3 months ago

Southbury, United States Kestra Holdings Full time

"What is best for our clients will be best for our company." This statement has been the founding principle of our company and the driving force behind every piece of advice our team offers. It all started in 1965 with a Vision to Serve Teachers. Education professionals face some different challenges when preparing for retirement. Just like many other people, finance is not often their area of expertise. Overtime, the passion to serve teachers spilled over into other areas. Preparing for retirement, managing investments, saving for college, and simply receiving sound advice in response to financial questions was something our community needed. In 1996, the company shifted focus, officially becoming rebranded as Compass Capital Management. The Client Service Associate reports to the Director of Operations and is critical in appropriately leveraging Advisors' time. This is a role that works independently with wide latitude for independent judgement. This position utilizes excellent customer service and problem-solving skills confidently provide information and education to clients in a timely, efficient, and professional manner. RESPONSIBILITIES: Open new accounts Schedule appointments Heavy customer service contact Handles SRA's Handles Money transfers Handles Omni remitting of checks Client reach out/contact Set up monthly, semi-monthly, quarterly, & annual meetings Assisting in answering questions, for new or existing clients KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily: Advanced computer skills (Outlook, Word, Excel, and PowerPoint) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control EDUCATION AND EXPERIENCE: The ideal candidate will have 6+ years of experience in the financial services industry allowing a strong understanding of broker/dealer operations and financial services products Previous experience in the independent financial services industry required CERTIFICATIONS, LICENSES, REGISTRATIONS: Series 7 License preferred PHYSICAL DEMAND: The physical demands described here are representative of those be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to sit at a computer for long periods of time. BENEFITS Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees). DISCLOSURE By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. KESTRA VALUES: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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