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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.

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Level

Mid L4

Location

Grapevine, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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