Client Service Liaison

2 months ago


Raleigh North Carolina, United States Kestra Financial Independent Advisor Full time
Client Service Coordinator Role

The Client Service Coordinator plays a vital role in delivering exceptional client experiences at Kestra Financial Independent Advisor. This position requires a unique blend of customer service, organizational, and technical skills.

Key Responsibilities
  • Support Financial Advisors and Senior Client Service Associates in managing large client portfolios, including administrative tasks and client communication.
  • Interact with clients regularly, scheduling appointments, responding to inquiries, and maintaining accurate records.
  • Assist in preparing for client meetings, including document assembly, report generation, and post-meeting follow-up.
  • Process and submit client paperwork, utilizing electronic signature procedures where available.
  • Manage client information in the CRM database and maintain accurate mailing lists for birthdays, holidays, and marketing efforts.
  • Order office supplies and serve as the primary point of contact for infrastructure requests.
Requirements
  • Basic computer skills, including proficiency in Outlook, Word, Excel, and PowerPoint.
  • Strong administrative and time management skills, with a focus on attention to detail.
  • Excellent verbal and written communication skills.
  • CRM knowledge is a plus.
Benefits

Kestra Financial Independent Advisor is a family-owned business with a strong reputation for delivering high-quality services to our clients. Our work environment is steady and pleasant, with opportunities for growth and development. We offer competitive pay, time off, and a retirement plan to support our employees' well-being and success.



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