Financial Client Service Specialist (Hybrid/Remote)

Kestra Technologies; Paris; Hybride; 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

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.