Client Service Associate
3 days ago
Job Summary
The Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional support to clients.
Key Responsibilities
- Assist in client meeting preparation and follow-up, including assembling necessary paperwork, report generation, appointment scheduling, and post-meeting documentation.
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner, ensuring documentation and record-keeping adhere to compliance standards.
- Partner with the Broker Dealer for new account establishment, account maintenance, and compliance.
- Process, submit, and service all account paperwork/requests, following through to completion using paperless procedures (including eSignature) where available.
- Assist in the preparation of consolidated performance reporting on a monthly/quarterly basis.
- Maintain the CRM database, defining and ensuring adherence to appropriate client service models.
- Manage multiple and competing priorities daily in pursuit of business objectives.
Requirements
- Advanced computer skills (Outlook, Word, and Excel) are essential.
- Excellent communication skills, both verbally and in writing.
- Strong time management and organizational skills, with the ability to work independently and effectively manage multiple tasks at once.
- Ability to build relationships with clients and internal partners.
Preferred Qualifications
- Bachelor's degree in a business-related field.
- 5+ years of experience in the financial services industry, with a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
- Previous experience in a small business culture.
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