Wealth Client Services & Advisory Specialist

Kestra Holdings; Sheboygan, Northern (WI, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k), health insurance

Supportive, collaborative environment

Job summary

Kestra Holdings seeks a dedicated Client Relationship Specialist II to partner with Advisors and clients, handling complex accounts and service requests. You will deliver exceptional client experiences, mentor associates, and contribute to improvement initiatives within Wealth Management.

The role emphasizes regulatory knowledge, accurate documentation, and cross-functional collaboration to support financial planning and advisory services.

Qualifications

• Strong understanding of financial services operations, account administration, and client service best practices.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to build trust and maintain relationships with clients and Advisors.

Responsibilities

• Manage complex account structures and client inquiries.
• Support wealth planning initiatives with Advisors and external professionals.
• Collaborate with Advisors to gather client information and prep reports.

Skills

Financial services operations

Account administration

Client service best practices

Tools

Microsoft Office Suite

CRM platforms

financial planning software

Job description

Kestra Holdings seeks a dedicated Client Relationship Specialist II to partner with Advisors and clients, handling complex accounts and service requests. You will deliver exceptional client experiences, mentor associates, and contribute to improvement initiatives within Wealth Management.

The role emphasizes regulatory knowledge, accurate documentation, and cross-functional collaboration to support financial planning and advisory services.