Client Services Specialist — Financial Planning Support

Kestra Technologies; Paris; Sur place; EUR 30 000 - 50 000; Plein temps

Résumé du poste

Kestra Technologies is seeking a Client Service Associate in Paris, France. This role is integral to our operations, ensuring timely and professional client service.

Responsibilities include preparing for client meetings, managing account paperwork, and resolving client needs. The ideal candidate possesses excellent communication and organizational skills and has a bachelor's degree or relevant experience in financial services.

Join our team to contribute to our mission of helping clients achieve their financial goals.

Qualifications

• 2+ years of experience in the financial services industry.
• Understanding of broker/dealer operations and financial services products.
• Ability to build relationships with clients and internal partners.

Responsabilités

• Assist in client meeting preparation and follow-up.
• Manage client needs and problem resolution.
• Partner with Broker Dealer for account establishment.
• Process and service all account paperwork/requests.
• Ensure adherence to client service models.
• Manage multiple priorities daily.

Connaissances

Advanced computer skills (Outlook, Word, Excel, Power Point)

Communication skills

Time management

Organizational skills

Relationship building

Formation

Bachelor’s degree in a business-related field

Description du poste

Kestra Technologies is seeking a Client Service Associate in Paris, France. This role is integral to our operations, ensuring timely and professional client service.

Responsibilities include preparing for client meetings, managing account paperwork, and resolving client needs. The ideal candidate possesses excellent communication and organizational skills and has a bachelor's degree or relevant experience in financial services.

Join our team to contribute to our mission of helping clients achieve their financial goals.