Client Services Associate (CSA), Highland RIM Wealth Management

Kestra Technologies; Paris; Sur place; EUR 38 000 - 52 000; Plein temps

Résumé du poste

Kestra Technologies is seeking a Client Services Associate to support daily operations, handle client inquiries, and ensure accurate documentation for account activity. The role emphasizes white-glove service, CRM upkeep, and coordination with back-office teams.

A proactive communicator with attention to detail will thrive in a dynamic financial services environment. A Bachelor's degree is preferred; FINRA licenses are encouraged.

Qualifications

• Strong interpersonal and communication skills with client focus.
• Attention to detail and ability to manage multiple tasks.
• Familiarity with CRM tools and MS Office suite; willingness to learn.

Responsabilités

• Provide white-glove service to new and existing clients.
• Act as the primary contact for inbound client communications.
• Prepare documentation for account openings, transfers, distributions, and other transactions.
• Monitor client onboarding progress and ensure timely follow-up.
• Coordinate scheduling and calendar management for the advisor.
• Maintain accurate and up-to-date records in the CRM and custodian portals.
• Assist with data entry, report generation, and preparation for client meetings.
• Liaise with back-office teams and vendors to resolve client issues.
• Support trading and account maintenance activities under advisor supervision.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Small amount of annual travel may be required for training.

Connaissances

Interpersonal skills

Communication skills

Attention to detail

Highly organized

Independent worker

Relationship building

Adaptable learner

Formation

Bachelor's degree preferred

High school diploma required

FINRA Series 7 & 65 licenses (to be pursued)

Outils

Microsoft Office

CRM systems

Description du poste

The Client Services Associate (CSA) plays a vital role in supporting the firm’s daily operations and long-term growth. This position serves as the first point of contact for clients, delivering exceptional service while managing a variety of administrative and operational responsibilities. This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Key Responsibilities

• Provide white-glove service to new and existing clients.
• Act as the primary contact for inbound client communications.
• Prepare documentation for account openings, transfers, distributions, and other transactions.
• Monitor client onboarding progress and ensure timely follow-up.
• Coordinate scheduling and calendar management for the advisor.
• Maintain accurate and up-to-date records in the CRM and custodian portals.
• Assist with data entry, report generation, and preparation for client meetings.
• Liaise with back-office teams and vendors to resolve client issues.
• Support trading and account maintenance activities under advisor supervision.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Small amount of annual travel may be required for training.

Supervisory Responsibilities

None

Qualifications

• Strong interpersonal and communication skills.
• Exceptional attention to detail and follow-through.
• Proficiency in Microsoft Office Suite; CRM experience is a plus.
• Highly organized with the ability to manage multiple tasks independently.
• Ability to build relationships with clients and internal partners without direct control.
• Adaptable and committed to continuous learning.

Education and Experience

• Experience in financial services preferred.
• The ideal candidate will have good understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.
• Bachelor’s degree preferred; high school diploma required.
• Ability and desire to obtain FINRA Series 7 and 65 licenses

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.