Client Relations & Onboarding Specialist

Bluespring Wealth Partners; Sheboygan (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Professional development

Job summary

Kestra Financial seeks a Client Relationship Specialist to deliver outstanding client service and support to advisors and internal teams. You will guide onboarding, account administration, and documentation, acting as a liaison between clients, custodians, and internal staff.

You'll work closely with the advisory and operations groups on financial planning, portfolio management, and client initiatives, with a development path toward Junior Investment Advisor responsibilities.

Qualifications

• Bachelor’s degree required or preferred in Finance, Business Admin, Economics, or related field.
• Experience in wealth management, financial services, or client service environment preferred.
• Strong understanding of account administration, client onboarding, and investment operations.
• Excellent written and verbal communication skills and attention to detail.

Responsibilities

• Deliver exceptional client service and support to advisors and internal teams.
• Assist with onboarding, account maintenance, and documentation processes.
• Coordinate client meetings and prepare materials for discussions and follow-ups.
• Maintain accurate client records and compliance files.
• Collaborate with advisors to prepare financial planning analyses and investment recommendations.

Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Tools

CRM systems

Microsoft Office Suite

Portfolio management software

Job description

Kestra Financial seeks a Client Relationship Specialist to deliver outstanding client service and support to advisors and internal teams. You will guide onboarding, account administration, and documentation, acting as a liaison between clients, custodians, and internal staff.

You'll work closely with the advisory and operations groups on financial planning, portfolio management, and client initiatives, with a development path toward Junior Investment Advisor responsibilities.