Client Service Associate - Kings Park, NY

Kestra Technologies; Paris; Sur place; EUR 40 000 - 60 000; Temps partiel

Avantages offerts par ce poste

Personalized Laptop Provided

Flexible Work Hours

Growth Potential to Full-Time

Résumé du poste

Kestra Technologies is seeking a Client Service Associate to support Financial Advisors by providing top-notch customer service and problem-solving skills.

In this role, you'll be responsible for client meeting preparation, managing account requests, and ensuring compliance. The ideal candidate will have a Bachelor’s degree and 5+ years in the financial services industry.

Benefits include potential growth to full-time status, with hybrid/remote work options available post-training.

Qualifications

• Bachelor’s degree preferred; 5+ years in financial services industry.
• Experience in broker/dealer operations and financial products.
• Ability to work independently and manage multiple priorities.

Responsabilités

• Assist in client meeting preparation and follow-up.
• Manage client needs and ensure compliance documentation.
• Partner with Broker Dealer for account management.
• Process all client account paperwork and requests.

Connaissances

Advanced computer skills

Excellent communication skills

Strong time management

Organizational skills

Client relationship building

Formation

Bachelor’s degree in business-related field

5+ years of experience in financial services

Outils

Outlook

Word

Excel

Description du poste

Summary

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.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

• Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities daily in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, and Excel) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners

Education and/or Experience

• Bachelor’s degree in a business-related field preferred
• The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
• Previous experience in small business culture preferred

Benefits: None

Growth Potential: Yes. Transition to Full Time position with benefits

Office with personalized Laptop Provided

Hybrid/Remote Work Potential: After training is completed

Flexible Work Hour: Can design own schedule at start

Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview

Work Attire: Business Casual