Client Services Associate - Wealth Management (Hybrid)

Kestra Financial, Inc.; New York (NY); Hybrid; USD 67,000 - 80,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) plan

Health insurance

Tuition reimbursement

Job summary

Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client relationships, including onboarding, account setup, and maintenance, with a fast-paced, detail-oriented approach.

The role features a Hybrid work schedule with in-office Tuesdays, Wednesdays, and Thursdays.

Qualifications

• Bachelor’s degree or equivalent work experience; business-related field preferred.
• Experience in financial services or investment management; CSA experience preferred.
• Proficiency with CRM and broker-dealer/custodian platforms; strong MS Office skills.

Responsibilities

• Onboard new clients and manage end-to-end account lifecycle.
• Open new accounts and coordinate asset transfers.
• Manage contributions, distributions, and trade requests.
• Monitor RMDs and beneficiary designations.
• Authorize power of attorney and guardianship designations.
• Engage with broker-dealers and custodians; support advisor team.
• Perform CRM data entry and maintenance; support workflow improvements.
• Maintain books and records; ensure compliance.

Skills

CRM experience

Microsoft Office

Communication skills

Time management

Attention to detail

Team collaboration

Independent work

Education

Bachelor's degree or equivalent

Tools

CRM platforms

Broker dealer platforms

Job description

Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client relationships, including onboarding, account setup, and maintenance, with a fast-paced, detail-oriented approach.

The role features a Hybrid work schedule with in-office Tuesdays, Wednesdays, and Thursdays.