Client Relationship Specialist
1 week ago
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 technologically advanced wealth management services tailored for clients with intricate financial needs. The ideal candidate will possess a dynamic, collaborative spirit and a strong focus on 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 the CRM database and manage mailing lists
- Oversee and update social media marketing initiatives
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
- Skilled in prioritizing tasks and managing multiple responsibilities
- Self-motivated with the capability to adhere to established procedures
Benefits Offered:
- Competitive salary along with team performance bonuses
- Opportunities for professional growth in investment and financial knowledge
- Direct interaction with the firm's principal
- Paid Time Off, holidays, and health benefits
- Discounted gym memberships and team celebrations
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