Financial Client Service Associate (Hybrid/Remote)

Kestra; Western Australia; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid/Remote work after training

Flexible work hours

Laptop provided

Job summary

Kestra seeks a Client Service Associate to support Financial Advisors by delivering timely information and education to clients with professionalism. You will prepare meeting materials, generate reports, schedule appointments, and document post-meeting actions while ensuring regulatory compliance.

Role emphasizes strong communication, advanced computer skills (Outlook, Word, Excel), and the ability to manage multiple tasks.

Qualifications

• Bachelor’s degree in a business-related field preferred.
• 5+ years of experience in financial services, with understanding of broker/dealer operations and financial planning concepts.
• Previous experience in a small business culture preferred.

Responsibilities

• Assist in client meeting preparation and follow-up including assembling paperwork, report generation, appointment scheduling and post-meeting documentation.
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner with compliance in mind.
• Partner with Broker Dealer for new account establishment, maintenance, and compliance.
• Process, submit, and service all account paperwork/requests; utilize paperless procedures including eSignature where available.
• Assist in preparation of consolidated performance reporting on a monthly/quarterly basis.
• Maintain CRM database and adhere to client service models.
• Manage multiple and competing priorities daily to meet business objectives.
• Support Senior Client Service Associate as assigned.

Skills

Communication

Time management

Organizational skills

Relationship building

Education

Bachelor’s degree in business-related field

Tools

Outlook

Word

Excel

Job description

Kestra seeks a Client Service Associate to support Financial Advisors by delivering timely information and education to clients with professionalism. You will prepare meeting materials, generate reports, schedule appointments, and document post-meeting actions while ensuring regulatory compliance.

Role emphasizes strong communication, advanced computer skills (Outlook, Word, Excel), and the ability to manage multiple tasks.