Financial Services Representative

3 days ago


Deerfield Illinois, United States Kestra Financial Independent Advisor Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.

Key Responsibilities
  • Manage client relationships and provide personalized service to meet their financial needs
  • Process and service client accounts, including account maintenance and compliance
  • Assist in client meeting preparation and follow-up, including assembling paperwork and report generation
  • Develop and maintain strong relationships with clients and internal partners
  • Manage multiple priorities and tasks to meet business objectives
  • Perform other duties as assigned to support client needs
Requirements
  • Bachelor's degree in a business-related field preferred
  • 2+ years of experience in administrative support in a professional environment
  • Previous experience in financial services a plus
  • Advanced computer skills, including Outlook, Word, Excel, and PowerPoint
  • Excellent communication and time management skills
  • Ability to build relationships and influence others without direct control


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