Client Service Associate - Symphony Wealth Group

Kestra; Plano (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Kestra in Plano, TX, is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time, in-office position emphasizes excellent client service, problem solving, and meticulous administrative work.

Ideal candidates have at least 2 years of administrative experience, a High School Diploma or Associate's degree, and familiarity with CRM systems. Financial services exposure is a plus.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required.
• Previous experience in financial services is a plus.

Responsibilities

• Support Advisors by handling administrative functions for the office.
• Assist in client meeting preparation and follow-up, including paperwork and post-meeting documentation.
• Process and service all account paperwork/requests, using paperless procedures where available.
• Manage client needs regarding processing, service, and problem resolution with accurate record keeping.
• Coordinate with Broker Dealer for new account establishment and compliance.
• Maintain CRM database and adhere to client service models.
• Balance multiple priorities daily to meet business objectives.
• Handle regular client interactions including scheduling and calls.

Skills

Customer service

Time management

Administrative skills

Communication

Education

High School Diploma or Associate's degree

Tools

Outlook

Word

Excel

Adobe

CRM software

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