Client Service Associate

What You’ll Do

• Serve as the first point of contact for clients, both in person and over the phone, ensuring a warm, welcoming experience.
• Answer and direct incoming calls promptly, providing courteous assistance and relevant information.
• Handle client requests accurately and efficiently, including scheduling appointments and updating records, while keeping clients informed through proactive communication and timely follow-up.
• Aid in account opening, maintenance, and operational support, updating client information, handling forms, liaising with financial advisors on client needs, and maintaining strict confidentiality.
• Foster a welcoming office environment, ensuring clients feel valued and at ease during their visit.
• Perform other clerical tasks as needed, including filing, data entry, and handling mail.

What You Bring

• Experience: Previous experience in client service, hospitality, or administrative roles is preferred.
• Skills: Strong interpersonal and communication skills, with the ability to handle client interactions professionally and with empathy. Excellent organizational skills and accuracy in handling client requests and documentation. Familiarity with office software, such as Microsoft Office Suite (Word, Excel, Outlook), is a plus.
• Commitment to Client Care: A warm, friendly demeanor with a client-first mindset. Demonstrates sound judgment and discretion when handling sensitive client information and financial documents.
• Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.