Senior Client Service Associate - Mission Financial Planners

Kestra Financial; San Antonio (TX); On-site; USD 60,000 - 65,000; Full time

Job summary

Kestra Financial is seeking a Senior Client Service Associate in San Antonio, TX, to enhance client relationships and optimize operational efficiency. The ideal candidate will have strong leadership skills and a background in financial services, focusing on improving workflows and client service excellence.

Qualifications

• 5+ years of experience in financial services.
• Solid understanding of broker-dealer operations and investment products.
• Previous management or leadership experience is a plus.

Responsibilities

• Oversee daily firm operations and manage support staff.
• Serve as primary contact for clients regarding service requests.
• Maintain and update the CRM database.

Skills

Leadership

Problem-solving

Communication

Organization

Client Relationship Management

Education

Bachelor's degree in a business-related field

Tools

Microsoft Office Suite

Financial planning and reporting software

Job description

1 month ago Be among the first 25 applicants

Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development and client relationships. The ideal candidate is highly organized, detail-oriented, and committed to delivering exceptional client service.

The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence.

Key Responsibilities:

Firm Operations & Leadership

• Oversee daily firm operations and manage support staff responsibilities
• Identify and implement process improvements to enhance efficiency and support the firm's growth
• Develop, coach, and mentor team members to ensure accountability, performance excellence, and professional growth
• Conduct performance evaluations and provide timely feedback to staff
  
  
  

Client Service & Relationship Management

• Serve as the primary point of contact for clients regarding service requests, account maintenance, and problem resolution
• Ensure client inquiries and service requests are handled accurately and in a timely manner, while maintaining compliance with industry regulations
• Build and strengthen client relationships through proactive communication and personalized service
• Clearly explain financial concepts and processes to clients in an accessible manner
  
  
  

Operational Efficiency & Compliance

• Maintain and update the CRM database to ensure accurate records and adherence to service models
• Research and resolve complex client issues, including investment product details and pricing inquiries
• Ensure that all documentation and record-keeping meet compliance and regulatory standards
• Oversee trading, account transfers, and other operational tasks related to client accounts
  
  
  

Strategic Support & Business Growth

• Identify opportunities to streamline operations, delegate tasks, and leverage technology to improve efficiency
• Support planners by handling administrative and operational tasks, allowing them to focus on business development
• Assist in coordinating firm-wide initiatives to enhance client service and operational effectiveness
• Other responsibilities as assigned by the Financial Planner
  
  
  

Supervisory Responsibilities

• Directly manage and oversee the Client Service Associate and Client Service Administrator
  
  
  

Qualifications & Skills

• Strong leadership and problem-solving skills with the ability to manage multiple priorities
• Excellent communication skills, both written and verbal, with the ability to articulate complex financial concepts clearly
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with financial planning and reporting software preferred
• High level of organization, time management, and attention to detail
• Strong ability to build relationships with clients, planners, and internal teams
• Independent, self-motivated professional with a proactive approach to problem-solving
  
  
  

Education & Experience

• Bachelor's degree in a business-related field preferred
• 5+ years of experience in financial services, with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts)
• Experience within an independent financial planning firm is highly desirable
• Previous management or leadership experience is a plus
  
  
  

Licenses & Certifications

• Series 7 and 65/66 licenses preferred (or willingness to obtain)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at Kestra Financial by 2x

Get notified about new Senior Client Service Associate jobs in San Antonio, TX.

Senior Associate, Client Advisory Services - Public and Middle Markets

San Antonio, TX $102,890.67-$139,637.34 1 month ago

Wealth Team Client Service Associate- San Antonio

San Antonio, TX $60,000.00-$65,000.00 1 day ago

Registered Citigold Private Client Service Associate

Part-time Client Service Associate (Teller - 20 hours) - Medical Center-San Antonio / San Antonio, TX

Part-time Client Service Associate (Teller - 20 hours) - Medical Center-San Antonio / San Antonio, TX

Registered Citigold Private Client Service Associate – (San Antonio, TX / Jacksonville, FL)

Business Analyst II (FIS Systematics ALS)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.