Client Service Associate - Kings Park, NY
Kestra Financial Independent AdvisorNew York, United States
Posted March 11, 2025
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Requirements
- Assist in client meeting preparation and follow-up
- Manage client needs regarding processing, service, and problem resolution
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests
- Maintain CRM database
