Client Services Associate (CSA), Highland RIM Wealth Management

Kestra; Tullahoma (TN); On-site; USD 42,000 - 58,000; Full time

Job summary

Kestra is seeking a Client Services Associate to support daily operations and client relations. You will serve as the first point of contact, deliver white-glove service, and manage account documentation, onboarding, and CRM data with professional accuracy.

The role requires strong communication, organizational skills, and a proactive approach to learning and collaboration within the team.

Qualifications

• Strong interpersonal and communication skills.
• Exceptional attention to detail and follow-through.
• Highly organized with the ability to manage multiple tasks independently.
• Ability to build relationships with clients and internal partners without direct control.
• Adaptable and committed to continuous learning.

Responsibilities

• Provide white-glove service to new and existing clients.
• Act as the primary contact for inbound client communications.
• Prepare documentation for account openings, transfers, distributions, and other transactions.
• Monitor client onboarding progress and ensure timely follow-up.
• Coordinate scheduling and calendar management for the advisor.
• Maintain accurate and up-to-date records in the CRM and custodian portals.
• Assist with data entry, report generation, and preparation for client meetings.
• Liaise with back-office teams and vendors to resolve client issues.
• Support trading and account maintenance activities under advisor supervision.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Small amount of annual travel may be required for training.

Skills

Interpersonal communication

Organizational skills

Relationship building

Adaptability

Attention to detail

Education

Bachelor’s degree preferred

High school diploma required

Tools

Microsoft Office Suite

CRM experience

Job description

The Client Services Associate (CSA) plays a vital role in supporting the firm’s daily operations and long-term growth. This position serves as the first point of contact for clients, delivering exceptional service while managing a variety of administrative and operational responsibilities. This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Requirements

Key Responsibilities

• Provide white-glove service to new and existing clients.
• Act as the primary contact for inbound client communications.
• Prepare documentation for account openings, transfers, distributions, and other transactions.
• Monitor client onboarding progress and ensure timely follow-up.
• Coordinate scheduling and calendar management for the advisor.
• Maintain accurate and up-to-date records in the CRM and custodian portals.
• Assist with data entry, report generation, and preparation for client meetings.
• Liaise with back-office teams and vendors to resolve client issues.
• Support trading and account maintenance activities under advisor supervision.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Small amount of annual travel may be required for training.

Supervisory Responsibilities

None

Qualifications

• Strong interpersonal and communication skills.
• Exceptional attention to detail and follow-through.
• Proficiency in Microsoft Office Suite; CRM experience is a plus.
• Highly organized with the ability to manage multiple tasks independently.
• Ability to build relationships with clients and internal partners without direct control.
• Adaptable and committed to continuous learning.

Education and Experience

• Experience in financial services preferred.
• The ideal candidate will have good understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.
• Bachelor’s degree preferred; high school diploma required.
• Ability and desire to obtain FINRA Series 7 and 65 licenses

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.