Financial Advisory - Client Service Associate

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

Job summary

Christopher Street Financial in New York, NY seeks a Client Service Associate to support end-to-end client onboarding, account setup, and ongoing service. The role collaborates with advisors and the broader CSF team in a fast-paced environment.

You bring a business degree or equivalent, experience in financial services, CRM familiarity, and strong organizational skills. Hybrid schedule—in-office Tue, Wed, Thu—offers a blend of teamwork and focus.

Qualifications

• Bachelor’s degree or equivalent work experience. Degree in a business-related field preferred.
• Experience in financial services or investment management industry.
• Experience with 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 and handling multiple tasks with attention to detail.
• Self-starter, able to work independently and in a team.
• Ability to communicate clearly and professionally in written and verbal form.

Responsibilities

• New Client onboarding (End-to-End Account Lifecycle).
• New Account opening.
• Asset transfers (cross-institution).
• Account contributions and distributions.
• Trade requests.
• RMD monitoring and processing.
• Beneficiary designations.
• POA and guardianship designations.
• Establish relationships with Broker Dealers and Custodians.
• Client communication and service delivery.
• Collaboration with Advisor team.
• Workflow and process management.

Skills

Time management

Organization

Problem-solving

Attention to detail

Self-starter

Team player

Communication

Education

Bachelor’s degree or equivalent

Tools

CRM platforms

Broker-dealer platforms

Microsoft Office (Outlook, Excel, Word)

Job description

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.

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.

What you’ll Do:

• 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 aCSA-type role is preferred.
• Experience and comfort in using a range of technology, including CRM and broker dealer / custodialplatforms
• 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 exceptionalattention 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 clearly 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/