Client Relations Specialist

1 week ago


Grapevine, Texas, United States Kestra Financial Independent Advisor Full time
Kestra Financial Independent Advisor - Client Services Associate

Overview:

We are seeking a Client Services Associate to enhance our operations at Kestra Financial Independent Advisor. Our organization is dedicated to delivering personalized and innovative wealth management services tailored for clients with intricate financial needs. The perfect candidate will be enthusiastic, cooperative, and dedicated to client satisfaction.

Key Responsibilities:

  • Facilitate the provision of financial guidance and services to clients
  • Strengthen client connections through proactive engagement
  • Assist in the preparation and follow-up of client meetings
  • Handle account documentation and requests efficiently
  • Maintain and update the CRM database and mailing lists
  • Oversee and refresh social media marketing initiatives

Required Qualifications:

  • Bachelor's Degree with a minimum of 3 years in an executive administrative role
  • Excellent communication and organizational abilities
  • Proficient in CRM Systems and Microsoft Office Suite
  • Fundamental understanding of financial concepts
  • Capacity to prioritize tasks and manage multiple responsibilities
  • Able to operate independently while adhering to established procedures

Benefits Offered:

  • Competitive salary and team performance bonuses
  • Opportunities for professional growth in financial and investment areas
  • Direct access to firm leadership
  • Paid Time Off, Holidays, and Health benefits
  • Discounted gym memberships and team events


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