Client Service Associate

About the role

The Client Service Associate will join the high-performing Concierge team at Kestra Financial, a wealth management platform dedicated to empowering independent financial professionals. This role offers a unique opportunity for career growth and impact.

Responsibilities

• Be the first point of contact for advisors, staff, and clients, delivering proactive, high-touch service with professionalism and care.
• Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.
• Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.
• Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.
• Document interactions in Salesforce to ensure clarity, consistency, and follow-through.

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).

Qualifications

• 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.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.

Pay

Competitive compensation based on experience and qualifications.

Schedule

Full-time position with flexible working hours to accommodate the needs of both the client and the advisor.

Skills

• Strong customer service skills.
• Proactive problem-solving abilities.
• Effective communication and interpersonal skills.
• Proficiency with Salesforce and related financial software.

Benefits

• 401(k) plan.
• Health insurance.
• Employee assistance program.
• Tuition reimbursement for qualified expenses.

Benefits to support you

• Work in a supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

Kestra Values

• Serve: Empowering advisors to deliver exceptional outcomes for their clients.
• Make it Happen: Enabling advisors to grow their businesses and provide top-tier client service.
• One team: Building a collaborative culture where everyone works together towards common goals.

Apply Now

Lead with purpose. Apply today and help shape the future of Kestra.