Client Service Associate

Bluespring Wealth Partners; Payson (AZ); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Professional growth

Job summary

KDI Wealth Management | Financial Planners in Payson, AZ is seeking a personable Client Service Associate to greet clients, answer calls, and coordinate schedule and records. You will provide operational support across account management tasks while upholding confidentiality and professional communication.

The role emphasizes client care, accuracy, and teamwork with financial advisors. Ideal candidates bring hospitality or administrative experience and strong Microsoft Office skills to help

Qualifications

• Experience in client service, hospitality, or administrative roles preferred.
• Strong interpersonal and communication skills.
• Attention to detail and accuracy in handling client requests.
• Proficiency with Microsoft Office is a plus.

Responsibilities

• Serve as the first point of contact for clients in person and by phone.
• Answer and direct incoming calls with courteous assistance.
• Process client requests, schedule appointments and update records.
• Assist with account opening, maintenance and documentation while keeping information confidential.
• Foster a welcoming office environment and support client experience.
• Provide general clerical support including filing and data entry.

Skills

Client service

Hospitality

Administrative support

Communication

Attention to detail

Tools

Microsoft Office Suite

Job description

Lead with Purpose. Partner with Impact.

At KDI Wealth Management | Financial Planners we are seeking a personable and detail-oriented Client Service Associate to join our team. This role is essential in creating a positive first impression for our clients and providing operational support across account management tasks. The ideal candidate will have strong interpersonal communication skills, keen attention to detail, and a commitment to excellent client service.

At KDI Wealth Management | Financial Planners we are seeking a personable and detail-oriented Client Service Associate to join our team. This role is essential in creating a positive first impression for our clients and providing operational support across account management tasks. The ideal candidate will have strong interpersonal communication skills, keen attention to detail, and a commitment to excellent client service.

What You’ll Do:

• Client Interaction: Serve as the first point of contact for clients, both in person and over the phone, ensuring a warm, welcoming experience.
• Phone Management: Answer and direct incoming calls promptly, providing courteous assistance and relevant information.
• Client Request Processing: Handle client requests accurately and efficiently, including scheduling appointments and updating records, while keeping clients informed through proactive communication and timely follow-up.
• Account Support: Assist in account opening, maintenance and operational support, including updating client information, handling forms, liaising with financial advisors on client needs, and maintaining strict confidentiality when handling sensitive client information and documentation.
• Hospitality & Client Experience: Foster a welcoming office environment, ensuring clients feel valued and at ease during their visit.
• Administrative Support: Perform other clerical tasks as needed, including filing, data entry, and handling mail.

What You Bring:

• Experience: Previous experience in client service, hospitality, or administrative roles is preferred.
• Skills: Strong interpersonal and communication skills, with the ability to handle client interactions professionally and with empathy.
• Attention to Detail: Excellent organizational skills and accuracy in handling client requests and documentation.
• Technical Proficiency: Familiarity with office software, such as Microsoft Office Suite (Word, Excel, Outlook), is a plus.
• Commitment to Client Care: A warm, friendly demeanor with a client-first mindset.
• Confidentiality & Professionalism: Demonstrates sound judgment and discretion when handling sensitive client information and financial documents.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.