In-Office Client Service Associate – Wealth Management

Kestra Financial; Plano (TX); On-site; USD 45,000 - 55,000; Full time

Job summary

Kestra Financial in Plano, Texas is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time position requires exceptional customer service skills and attention to detail. Responsibilities include administrative support, client meeting preparation, and handling of account paperwork. The ideal candidate has at least 2 years of administrative experience, strong communication skills, and proficiency in basic computer applications. Join our dedicated team in a professional environment.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• Proficient in basic computer skills including Outlook, Word, and Excel.
• Excellent communication skills, both verbally and in writing.

Responsibilities

• Support Advisors with administrative functions in the office.
• Assist in client meeting preparation and follow-up documentation.
• Process and service all account paperwork/requests accurately.

Skills

Customer service skills

Problem solving

Attention to detail

Multi-tasking

Time management

Verbal communication

Written communication

CRM knowledge

Education

High School Diploma or Associate's degree

Tools

Outlook

Word

Excel

Adobe

Job description

Kestra Financial in Plano, Texas is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time position requires exceptional customer service skills and attention to detail. Responsibilities include administrative support, client meeting preparation, and handling of account paperwork. The ideal candidate has at least 2 years of administrative experience, strong communication skills, and proficiency in basic computer applications. Join our dedicated team in a professional environment.