Financial Services Coordinator
1 week ago
At Kestra Financial Independent Advisor, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is critical to providing exceptional client experiences and requires excellent communication, organizational, and time management skills.
Key Responsibilities:- Support Lead Advisors in administrative functions, including client interaction, appointment scheduling, and correspondence.
- Assist in client meeting preparation and follow-up, including assembling paperwork, report generation, and post-meeting documentation.
- Process and submit account paperwork, maintain client information in CRM database, and resolve client service problems as needed.
- Perform other duties and projects as assigned.
- Basic computer skills, including Outlook, Word, and Excel.
- Strong administrative and time management skills, with a focus on attention to detail.
- Excellent communication skills, both verbally and in writing.
- CRM knowledge a plus.
- Series 7 and 65/66 preferred (or ability to obtain).
- Associates degree in a business-related field preferred.
- 2+ years of experience in the financial services industry, with a good understanding of broker/dealer operations and financial services products.
- Competitive pay
- Paid holidays
- Paid vacation
- Sick/personal days
- 401(k)
- Health insurance
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Financial Services Representative
3 weeks ago
Kalamazoo, Michigan, United States Kestra Financial Independent Advisor Full timeJob Summary:Kestra Financial Independent Advisor is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client experience and supporting the Lead Advisor of a large book of business.Key Responsibilities:Support the Lead Advisor in...
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Financial Services Representative
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Financial Services Representative II
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Client Service Associate
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Kalamazoo, United States Kestra Financial Independent Advisor Full timeSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.Essential Duties and...
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Client Service Associate
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Client Service Associate
4 months ago
Kalamazoo, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management...
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Consumer Lending Coordinator
1 week ago
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Customer Service Representative
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Consumer Lending Coordinator
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