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Client Service Associate - Kings Park, NY

Client Service Associate - Kings Park, NY

Kestra Financial Independent AdvisorKings Park, NY, US
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Summary

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork / requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Assist in preparation of consolidated performance reporting on a monthly / quarterly basis
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate

Knowledge, Skills, and / or Abilities

  • Advanced computer skills (Outlook, Word, and Excel) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners

    • Education and / or Experience

  • Bachelor’s degree in a business-related field preferred
  • The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services products, and basic financial planning concepts.
  • Previous experience in small business culture preferred

    • Benefits : None

    Growth Potential : Yes. Transition to Full Time position with benefits

    Office with personalized Laptop Provided

    Hybrid / Remote Work Potential : After training is completed

    Flexible Work Hour : Can design own schedule at start

    Hiring Procedure : Submit Resume, Phone Call Interview, In Person Interview

    Work Attire : Business Casual

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    Client Service Associate • Kings Park, NY, US