Hybrid Client Services Associate – Financial Planning

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

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.