Financial Services Coordinator

1 week ago


Kalamazoo Michigan, United States Kestra Financial Independent Advisor Full time
Client Service Associate

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.
Requirements:
  • 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.
Benefits:
  • Competitive pay
  • Paid holidays
  • Paid vacation
  • Sick/personal days
  • 401(k)
  • Health insurance


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