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Client Service Associate - Kings Park, NY

Kestra Financial Independent Advisor
Kings Park, NY Full Time
POSTED ON 3/12/2025
AVAILABLE BEFORE 5/11/2025

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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