Client Service Associate - Symphony Wealth Group

Kestra Financial; Plano (TX); On-site; USD 45,000 - 55,000; Full time

Job summary

Kestra Financial in Plano, Texas is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time position requires exceptional customer service skills and attention to detail. Responsibilities include administrative support, client meeting preparation, and handling of account paperwork. The ideal candidate has at least 2 years of administrative experience, strong communication skills, and proficiency in basic computer applications. Join our dedicated team in a professional environment.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• Proficient in basic computer skills including Outlook, Word, and Excel.
• Excellent communication skills, both verbally and in writing.

Responsibilities

• Support Advisors with administrative functions in the office.
• Assist in client meeting preparation and follow-up documentation.
• Process and service all account paperwork/requests accurately.

Skills

Customer service skills

Problem solving

Attention to detail

Multi-tasking

Time management

Verbal communication

Written communication

CRM knowledge

Education

High School Diploma or Associate's degree

Tools

Outlook

Word

Excel

Adobe

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

Essential Duties And Responsibilities

• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office
• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• 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
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage multiple and competing priorities daily in pursuit of business objectives
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages
• Other duties as assigned
• This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail
• Able to work independently and effectively manage multiple tasks at once
• Excellent communication skills, both verbally and in writing
• CRM knowledge a plus

Education And/or Experience

• The ideal candidate will have 2+ years of experience in administrative support in a professional environment
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus