Hybrid Financial Client Experience Specialist

Kestra Financial; Kings Park (NY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Personalized Laptop Provided

Flexible Work Hours

Business Casual Attire

Job summary

Kestra Financial in Kings Park, NY is looking for a Client Service Associate to support Financial Advisors and enhance client experiences. This role requires excellent customer service and problem-solving skills to efficiently provide information and education to clients.

The ideal candidate should have a Bachelor's degree and at least 5 years in the financial services industry. The position offers hybrid/remote work potential post-training.

Qualifications

• 5+ years of experience in the financial services industry.
• Understanding of broker/dealer operations and financial services products.
• Previous experience in a small business culture.

Responsibilities

• Assist in client meeting preparation and follow-up.
• Manage client needs regarding processing and service.
• Successfully partner with Broker Dealer for account establishment.
• Process and service all account paperwork/requests.
• Assist in preparation of consolidated performance reporting.
• Maintain CRM database and ensure adherence to service models.
• Manage multiple and competing priorities daily.
• Other responsibilities as assigned.

Skills

Advanced computer skills

Excellent communication skills

Strong time management and organizational skills

Relationship building

Education

Bachelor's degree in a business-related field

Tools

Outlook

Word

Excel

Job description

Kestra Financial in Kings Park, NY is looking for a Client Service Associate to support Financial Advisors and enhance client experiences. This role requires excellent customer service and problem-solving skills to efficiently provide information and education to clients.

The ideal candidate should have a Bachelor's degree and at least 5 years in the financial services industry. The position offers hybrid/remote work potential post-training.