Client Experience & Onboarding Specialist

Kestra Financial; Tullahoma (TN); On-site; USD 42,000 - 54,000; Full time

Job summary

Kestra Financial is seeking a Client Services Associate to support daily operations and client engagement. You will be the first point of contact for clients, delivering exceptional service while handling account-related tasks and administrative duties.

The role requires strong customer service, problem solving, and organizational skills. Limited travel for training may be required, with opportunities to grow in a client-centric environment within the financial services sector.

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.

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

Skills

Customer service

Communication

Attention to detail

Organizational skills

CRM experience

Microsoft Office

Education

Bachelor's degree preferred

High school diploma required

Tools

Microsoft Office Suite

CRM

Job description

Kestra Financial is seeking a Client Services Associate to support daily operations and client engagement. You will be the first point of contact for clients, delivering exceptional service while handling account-related tasks and administrative duties.

The role requires strong customer service, problem solving, and organizational skills. Limited travel for training may be required, with opportunities to grow in a client-centric environment within the financial services sector.