Client Service Associate

Kestra Financial is hiring a Client Service Associate to join its high-performing Concierge team. The role involves delivering proactive, high-touch service to advisors, staff, and clients, and helping them navigate complex situations. The ideal candidate has 2+ years of experience in client service within financial services, banking, or operations.

Requirements

• 2+ years of experience in client service within financial services, banking, or operations
• Strong judgment and discretion in navigating complex client needs
• A proactive, solution-oriented mindset with a passion for delivering value
• Excellent written and verbal communication skills
• Ability to build trust and rapport in a fast-paced, professional environment
• SIE and Series 7 required (or obtained within 6 months of employment)

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k)
• Health insurance
• A competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses