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Client Service Representative

2 months ago

Kalamazoo, Michigan, United States Kestra Financial Independent Advisor Full time
Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Kestra Financial Independent Advisor. As a Client Service Associate, you will play a critical role in providing exceptional client experiences and supporting our Lead Advisors in their daily operations.

Key Responsibilities
  • Administrative Support: Provide administrative assistance to Lead Advisors, including handling all administrative functions, scheduling appointments, and maintaining accurate records.
  • Client Interaction: Regularly interact with clients, responding to their inquiries, and resolving any issues in a timely and professional manner.
  • Account Management: Process and submit account paperwork, manage client information in our CRM database, and maintain accurate records of all transactions.
  • Problem-Solving: Research and resolve client service problems, ensuring that all issues are addressed promptly and efficiently.
  • Communication: Develop and maintain strong communication skills, both verbally and in writing, to effectively interact with clients, Lead Advisors, and other stakeholders.
Requirements
  • Education: Associate's degree in a business-related field or equivalent experience.
  • Experience: 2+ years of experience in the financial services industry, with a strong understanding of broker/dealer operations and financial services products.
  • Skills: Basic computer skills, including proficiency in Outlook, Word, and Excel; strong administrative and time management skills; and excellent communication skills.
  • Certifications: Series 7 and 65/66 preferred (or ability to obtain).
What We Offer
  • Competitive Pay: A competitive salary and benefits package.
  • Professional Development: Opportunities for growth and professional development in a dynamic and supportive environment.
  • Collaborative Team: A collaborative and inclusive team environment that values diversity and promotes a culture of excellence.