Client Relations Associate - Wealth Advisory Support
kestra financialGrapevine, TX
Client Relations Associate - Wealth Advisory Support
kestra financialGrapevine, TXMid L4
Personal Financial AdvisorsCustomer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Individual and Family Services
APPLY NOW (opens in a new tab)Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competitive pay, health benefits, and opportunities for professional growth.
Matching similar jobs
Level
Mid L4
Location
Grapevine, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago