Financial Advisory - Client Service Associate

Kestra Holdings; Lincolnshire (IL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Professional growth

Job summary

Kestra Holdings in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and manage day-to-day operations. You will be a primary contact for clients, ensuring accuracy, responsiveness, and compliance in all interactions.

The role involves handling account questions, onboarding, meeting coordination, and preparing performance reports and financial planning materials.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Experience in financial services, wealth management, or client service is a plus.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Excel, Word, Outlook).

Responsibilities

• Serve as a primary contact for client inquiries and service requests.
• Build and maintain strong client relationships through proactive communication.
• Assist clients with account-related questions, paperwork, and follow-ups.
• Coordinate client meetings, including preparation and post-meeting follow-up.
• Prepare and process new account applications and onboarding documentation.
• Handle account maintenance requests (transfers, distributions, beneficiary updates, etc.).
• Monitor account activity and ensure timely execution of transactions.
• Maintain accurate client records in CRM and custodial platforms.
• Support advisors in meeting preparation, including performance reports and financial planning materials.
• Generate client reports and assist in portfolio review preparation.
• Track and follow up on outstanding client action items.
• Assist with implementation of financial plans and investment recommendations.
• Ensure all activities comply with SEC/FINRA regulations and firm policies.
• Maintain organized client files and documentation (digital and physical).
• Assist with compliance audits, reporting, and documentation requests.
• Identify process improvement opportunities to enhance efficiency.
• Coordinate with custodians, third‑party providers, and internal teams.
• Manage task workflows and deadlines to ensure timely service delivery.
• Support special projects and operational initiatives as needed.

Skills

Communication skills

Organizational skills

Attention to detail

Microsoft Office proficiency

Education

Bachelor’s degree in business, finance, or related field

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

Lincolnshire, IL, USA

Job Description

Posted Monday, July 13, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact.

Client Relations Associate will be responsible for delivering exceptional client service, supporting advisors, and ensuring smooth day-to-day operations. This role serves as a primary point of contact for clients, helping maintain strong relationships while ensuring accuracy, responsiveness, and compliance in all client interactions.

What You'll Do:

• Serve as a primary contact for client inquiries and service requests
• Build and maintain strong client relationships through proactive communication
• Assist clients with account-related questions, paperwork, and follow‑ups
• Coordinate client meetings, including preparation and post‑meeting follow‑up
• Prepare and process new account applications and onboarding documentation
• Handle account maintenance requests (transfers, distributions, beneficiary updates, etc.)
• Monitor account activity and ensure timely execution of transactions
• Maintain accurate client records in CRM and custodial platforms
• Support advisors in meeting preparation, including performance reports and financial planning materials
• Generate client reports and assist in portfolio review preparation
• Track and follow up on outstanding client action items
• Assist with implementation of financial plans and investment recommendations
• Ensure all activities comply with SEC/FINRA regulations and firm policies
• Maintain organized client files and documentation (digital and physical)
• Assist with compliance audits, reporting, and documentation requests
• Identify process improvement opportunities to enhance efficiency
• Coordinate with custodians, third‑party providers, and internal teams
• Manage task workflows and deadlines to ensure timely service delivery
• Support special projects and operational initiatives as needed

What You Bring:

• Bachelor’s degree in business, finance, or related field, or recent graduate
• Experience in financial services, wealth management, or client service is a plus
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.