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Client Service Associate

2 months ago

Beaver Pennsylvania, United States Kestra Financial Independent Advisor Full time

About the Role:

The Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional information and education to clients.

Key Responsibilities:

  • Assist in client meeting preparation and follow-up, including assembling necessary paperwork, report generation, appointment scheduling, and post-meeting documentation.
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner, ensuring documentation and record-keeping adhere to compliance standards.
  • Partner with the Broker Dealer for new account establishment, account maintenance, and compliance.
  • Process, submit, and service all account paperwork/requests, following through to completion using paperless procedures (including eSignature) where available.
  • Assist in the preparation of consolidated performance reporting on a monthly/quarterly basis.
  • Maintain the CRM database, defining and ensuring adherence to appropriate client service models.
  • Manage multiple and competing priorities daily in pursuit of business objectives.

Requirements:

  • Advanced computer skills (Outlook, Word, Excel, and PowerPoint) are essential.
  • Excellent communication skills, both verbally and in writing.
  • Strong time management and organizational skills, able to work independently and effectively manage multiple tasks at once.
  • Ability to build relationships with clients and internal partners and influence others without direct control.

Education and Experience:

  • Bachelor's degree in a business-related field preferred.
  • The ideal candidate will have 2+ years of experience in the financial services industry, allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
  • Previous experience in the independent financial services culture preferred.