Wealth Advisory: Client Services Specialist

Kestra Technologies; Paris; Sur place; EUR 40 000 - 55 000; Plein temps

Avantages offerts par ce poste

Competitive pay and team bonuses

PTO and Holidays

Health benefits

Discounted gym rates

Résumé du poste

Kestra Technologies is seeking a Full-time Client Service Associate (CSA) in Paris, France. The position involves supporting the delivery of financial advice and services while enhancing client relationships. The ideal candidate should possess a Bachelor’s Degree and have a minimum of three years of executive administrative experience.

Responsibilities include managing the CRM system, scheduling appointments, and assisting with client communications. The role offers opportunities for growth within a collaborative and team-focused environment, including competitive pay and benefits.

Qualifications

• Minimum of 3 years executive administrative experience.
• Financial services industry experience a plus.
• Basic knowledge of financial principles or financial planning.

Responsabilités

• Support delivery of financial advice and administrative functions.
• Deepen client relationships through proactive interaction.
• Assist in meeting preparation and follow-up.

Connaissances

Strong written and verbal communication skills

Attention to detail

Proficient with CRM Systems

Organizational skills

Formation

Bachelor's Degree

Outils

Outlook

Microsoft Word

Excel

PowerPoint

Description du poste

Kestra Technologies is seeking a Full-time Client Service Associate (CSA) in Paris, France. The position involves supporting the delivery of financial advice and services while enhancing client relationships. The ideal candidate should possess a Bachelor’s Degree and have a minimum of three years of executive administrative experience.

Responsibilities include managing the CRM system, scheduling appointments, and assisting with client communications. The role offers opportunities for growth within a collaborative and team-focused environment, including competitive pay and benefits.