Wealth Management Client Experience Specialist

Kestra Financial; Hamilton (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Kestra Financial is seeking a Client Service Associate to deliver exceptional client support in a financial advisory practice. You will handle account administration, client communications, scheduling, and adherence to regulatory policies.

The role emphasizes building relationships, coordinating meetings, and supporting advisors with reports and events. Strong organizational skills and experience in financial services are valued.

Qualifications

• 2+ years of client service, banking, financial services, or administrative experience.
• Strong verbal and written communication skills.
• Excellent organizational and multitasking abilities.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Serve as the primary contact for client service requests and inquiries.
• Build and maintain relationships with clients through professional communication.
• Assist clients with account maintenance, paperwork, and service needs.
• Coordinate client meetings and prepare materials.
• Process new account openings, transfers, rollovers, and updates.
• Monitor client records and assist with compliance reviews and audits.
• Support advisors with meeting preparation, reporting, and events.

Skills

Client service

Communication

Organization

MS Office

Education

Associate's or Bachelor's degree in Business/Finance/Accounting

Tools

Redtail CRM

Salesforce

Wealthbox

Job description

Kestra Financial is seeking a Client Service Associate to deliver exceptional client support in a financial advisory practice. You will handle account administration, client communications, scheduling, and adherence to regulatory policies.

The role emphasizes building relationships, coordinating meetings, and supporting advisors with reports and events. Strong organizational skills and experience in financial services are valued.