Client Relations Specialist in Investment Services

2 weeks ago


Saugus, Massachusetts, United States Kestra Financial Independent Advisor Full time
About Kestra Financial Independent Advisor

Kestra Financial Independent Advisor is a distinguished financial services organization committed to providing clients with comprehensive financial strategies and wealth management solutions. With a focus on personalized service, we specialize in a variety of financial offerings, including corporate benefits, estate planning, and insurance services, ensuring that our clients receive tailored solutions to meet their unique needs.

Position Overview

We are looking for a committed individual to fill the role of Investment Services Client Representative. This position involves managing client communications, processing financial documentation, and supporting account management tasks. The successful candidate will possess exceptional communication skills, strong organizational capabilities, and a solid background in the financial services sector.

Key Responsibilities
  • Schedule client meetings and manage incoming inquiries
  • Address client needs and resolve concerns promptly
  • Foster new client relationships through networking and referrals
  • Prepare for client meetings and follow up on action items
  • Collaborate with back-office personnel to ensure compliance and accuracy
  • Maintain comprehensive client records and documentation
  • Efficiently handle account-related paperwork and requests
  • Utilize CRM software for effective client information management
  • Prioritize and manage multiple responsibilities effectively
  • Provide support to advisors and Registered Investment Assistants as required
Qualifications
  • Bachelor's degree in a relevant business discipline is preferred
  • Minimum of 2 years of experience in administrative support
  • Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
  • Excellent communication and time management abilities
  • Proven ability to build relationships and influence stakeholders
  • Familiarity with Smartoffice CRM is advantageous
  • Possession of Series 6 and 63 or 7 and 65/66 certifications, or willingness to obtain them


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