Wealth Client Services Associate

Kestra Technologies; Paris; Sur place; EUR 35 000 - 50 000; Plein temps

Résumé du poste

Kestra Technologies seeks a Wealth Associate to support Wealth Advisors by delivering excellent client service and handling routine inquiries with accuracy and professionalism. The role involves CRM management, documentation, and collaboration with the Broker Dealer for account setup and compliance.

You will interact with clients regularly, organize data in CRM and planning software, and contribute to efficient operations in a fast-paced financial services environment.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate’s degree; Bachelor’s Degree preferred.
• Previous experience in financial services is a plus.

Responsabilités

• Provide timely, accurate client service and problem resolution.
• Deepen client relationships and establish rapport with clients in-person and by phone.
• Coordinate with Broker Dealer for new accounts and compliance.
• Maintain Redtail CRM database and coordinate client workflow with Advisors.
• Maintain filing and scanning systems; ensure documentation compliance.
• Answer calls and direct messages per firm guidelines; input data into financial planning software.
• Support Wealth Advisor and Operations Director with various tasks.

Connaissances

Advanced computer skills

Excellent communication

Time management

Relationship building

Formation

High School Diploma or Associate’s degree

Bachelor’s Degree preferred

Outils

Redtail CRM

Laser Fiche

Outlook

Excel

PowerPoint

Description du poste

Kestra Technologies seeks a Wealth Associate to support Wealth Advisors by delivering excellent client service and handling routine inquiries with accuracy and professionalism. The role involves CRM management, documentation, and collaboration with the Broker Dealer for account setup and compliance.

You will interact with clients regularly, organize data in CRM and planning software, and contribute to efficient operations in a fast-paced financial services environment.