Client Service & Accounts Specialist

Kestra Financial; Chicago (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

Kestra Financial is seeking a Client Service Associate to support Advisors by delivering high-quality client education and service. The role emphasizes timely information, education, and professional client interactions, with heavy focus on documentation and compliance.

The position involves coordinating meetings, preparing materials, and handling account paperwork, while collaborating with the Broker Dealer for account setup and maintenance. Strong communication and organization are essential.

Qualifications

• Bachelor's degree in a business-related field preferred.
• 2+ years of experience in the financial services industry.
• Understanding of broker/dealer operations and financial products.

Responsibilities

• Assist in client meeting preparation and follow-up, including paperwork, reports, scheduling and post-meeting documentation.
• Manage client needs regarding processing, service and problem resolution with compliant documentation.
• Partner with Broker Dealer for new account establishment and maintenance.
• Process, submit and service all account paperwork and requests, using paperless procedures where available.
• Ensure adherence to appropriate client service models.
• Manage multiple priorities daily to meet business objectives.
• Other responsibilities as assigned by the Senior Client Service Associate.

Skills

Advanced computer skills

Excellent communication

Time management

Relationship building

Education

Bachelor's degree preferred

Tools

Outlook

Word

Excel

PowerPoint

Job description

Kestra Financial is seeking a Client Service Associate to support Advisors by delivering high-quality client education and service. The role emphasizes timely information, education, and professional client interactions, with heavy focus on documentation and compliance.

The position involves coordinating meetings, preparing materials, and handling account paperwork, while collaborating with the Broker Dealer for account setup and maintenance. Strong communication and organization are essential.