Financial Advisory - Client Service Associate

Kestra Financial, Inc.; New York (NY); Hybride; USD 67 000 - 80 000; Plein temps

Avantages offerts par ce poste

Competitive pay and benefits

401(k) plan

Health insurance

Tuition reimbursement

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

CRM experience

Microsoft Office

Communication skills

Time management

Attention to detail

Team collaboration

Independent work

Formation

Bachelor's degree or equivalent

Outils

CRM platforms

Broker dealer platforms

Description du poste

Who We Are:

Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. Our purpose is to create opportunities through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community.

Who We Are:

Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. Our purpose is to create opportunities through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community. Christopher Street Financial was founded in 1981 as the first company committed to providing financial advice and investment services to the LGBTQ+ community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ+ community and those who share our values. We now serve over 420 households and manage over $900 million in assets. While we are still experts in the unique financial, tax, and legal needs of unmarried couples, as time has gone by, our values and approach to financial planning have resonated with a wider range of people. We provide a welcoming environment where everyone is recognized as an individual with unique needs. By partnering with us as fiduciaries, clients are trusting us with their future and with their peace of mind. We are an Ensemble Practice, operating as a team that puts our clients and the company before personal interests. Client relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the value of providing a common client experience, all while acknowledging our clients’ individuality. We collaborate with one another, combining the strengths of our unique abilities to achieve greatness as a group. We seek to recognize individual efforts based on how they contribute to team success. And together, we are always learning how we can do it all better. This is core to who we are.

What you’ll Do:

As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. The CSA is an early career client service position that supports all stages of the client relationship, including account setup, support, and maintenance. You will be responsible for delivering premium client service through direct client communication with clients and coordination with other members of the CSF team, including advisors. The role is fast-paced, and timely, highly accurate work product is essential. Clear, responsive, and professional communication is also critical. this position offers a Hybrid (subject to change) work schedule Tuesdays, Wednesdays, and Thursdays are in-office.

• New Client onboarding (End-to-End Account Lifecycle)
• New Account opening
• Asset transfers (cross-institution)
• Account contributions and distributions
• Trade requests
• Required Minimum Distribution (RMD) monitoring and processing
• Beneficiary designations
• Authorization of Power of Attorney and guardianship designations
• Establish relationships with Broker Dealer, Custodians, and direct business entities
• Customer service through direct Client communication
• Intracompany collaboration with Advisor team
• Workflow and process management
• Workflow processing
• CRM data entry and maintenance
• Process improvement opportunity identification and implementation
• Books & Records maintenance and compliance oversight
• Other responsibilities as assigned

What You Bring:

• Bachelor’s degree or equivalent work experience. Degree in a business-related field preferred
• Experience working in financial services or investment management industry. Previous experience in a CSA-type role is preferred.
• Experience and comfort in using a range of technology, including CRM and broker dealer / custodial platforms
• Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word
• Excellent time management and organizational skills
• Strong problem-solving skills and a propensity for learning
• Enjoys working “behind the scenes”
• Highly adept at completing multiple, simultaneous tasks expeditiously and accurately with exceptional attention to detail
• Self-starter, with an ability to work both independently and as a team member
• Ability to interpret, adapt and apply with company’s policies and procedures
• Ability to communicate clear and professionally through verbal and written correspondence

Compensation: Salary range is generally $67,000- $80,000 for New York, NY. Salary amount is determined by specific job location. In addition, the role may be eligible for annual incentive compensation tied to your individual contributions to team success and overall firm performance and growth.

Follow us on LinkedIn

https://www.linkedin.com/company/113232

Visit Our Website

http://www.christopherstreet.com/

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

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
• Tuition reimbursement for qualified expenses

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• 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.