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Client Relations Specialist

2 months ago

Kings Park, New York, United States Kestra Financial Independent Advisor Full time
Job Overview

The Client Service Associate plays a pivotal role in supporting the Financial Advisor, ensuring optimal use of their time. This position demands exceptional customer service and problem-solving abilities to deliver timely and professional information and education to clients.

Key Responsibilities
  • Prepare for client meetings and follow up, including organizing necessary documentation, generating reports, scheduling appointments, and completing post-meeting records.
  • Address client inquiries regarding processing, service, and issue resolution promptly and accurately, while maintaining compliance with documentation standards.
  • Collaborate effectively with Broker Dealer for establishing new accounts, maintaining existing accounts, and ensuring compliance.
  • Handle, submit, and manage all account-related paperwork and requests, ensuring completion through paperless methods (including eSignature) when possible.
  • Assist in the preparation of consolidated performance reports on a monthly and quarterly basis.
  • Maintain the CRM database, ensuring adherence to appropriate client service models.
  • Manage multiple priorities daily to achieve business objectives.
  • Perform additional duties as assigned by the Senior Client Service Associate.
Qualifications
  • Proficient in advanced computer applications (Outlook, Word, and Excel).
  • Strong verbal and written communication skills.
  • Excellent time management and organizational abilities; capable of working independently while managing various tasks simultaneously.
  • Ability to foster relationships with clients and internal stakeholders.
Education and Experience
  • A Bachelor's degree in a business-related discipline is preferred.
  • 5+ years of experience in the financial services sector, providing a solid understanding of broker/dealer operations, financial products, and basic financial planning concepts.
  • Experience in a small business environment is advantageous.

Benefits: None

Growth Opportunities: Potential transition to a full-time position with benefits.

Work Environment: Personalized laptop provided; hybrid/remote work potential after training completion.

Flexible Schedule: Ability to design own work hours at the outset.

Hiring Process: Resume submission, followed by a phone interview and an in-person interview.

Dress Code: Business casual attire.