Client Service Associate - Kings Park, NY

Kestra Financial; Kings Park (NY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Personalized Laptop Provided

Flexible Work Hours

Business Casual Attire

Job summary

Kestra Financial in Kings Park, NY is looking for a Client Service Associate to support Financial Advisors and enhance client experiences. This role requires excellent customer service and problem-solving skills to efficiently provide information and education to clients.

The ideal candidate should have a Bachelor's degree and at least 5 years in the financial services industry. The position offers hybrid/remote work potential post-training.

Qualifications

• 5+ years of experience in the financial services industry.
• Understanding of broker/dealer operations and financial services products.
• Previous experience in a small business culture.

Responsibilities

• Assist in client meeting preparation and follow-up.
• Manage client needs regarding processing and service.
• Successfully partner with Broker Dealer for account establishment.
• Process and service all account paperwork/requests.
• Assist in preparation of consolidated performance reporting.
• Maintain CRM database and ensure adherence to service models.
• Manage multiple and competing priorities daily.
• Other responsibilities as assigned.

Skills

Advanced computer skills

Excellent communication skills

Strong time management and organizational skills

Relationship building

Education

Bachelor's degree in a business-related field

Tools

Outlook

Word

Excel

Job description

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem‑solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities daily in pursuit of business objectives
• Other responsibilities as assigned by the Senior Client Service Associate

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, and Excel) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners

Education and/or Experience

• Bachelor's degree in a business-related field preferred
• The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
• Previous experience in small business culture preferred

Benefits: None

Growth Potential: Transition to Full Time position with benefits

Office with personalized Laptop Provided

Hybrid/Remote Work Potential: After training is completed

Flexible Work Hour: Can design own schedule at start

Work Attire: Business Casual