Client Relations Associate - Wealth Advisory Support

Kestra Financial; Grapevine (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Collaborative team environment

Growth opportunity

Health benefits

Discounted gym rates

PTO and Holidays

Job summary

Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competitive pay, health benefits, and opportunities for professional growth.

Qualifications

• Minimum of 3 years executive administrative experience.
• Financial services industry experience is a plus.
• Proven ability to manage advanced, confidential, administrative duties.

Responsibilities

• Support the delivery of financial advice and services to clients.
• Deepen client relationships through proactive interaction.
• Assist in client meeting preparation and follow-up.
• Process and service all account paperwork/requests.
• Maintain CRM database and mailing lists.

Skills

Strong written and verbal communication skills

Proficient with CRM Systems

Organizational skills

Attention to detail

Ability to multi-task and prioritize

Education

Bachelor's Degree

Tools

Outlook

Microsoft Word

Excel

PowerPoint

Job description

Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competitive pay, health benefits, and opportunities for professional growth.