Client Service Associate - Empower Clients to Achieve Financial Freedom
Employer
Kestra Financial Independent Advisor
Salary
$70k-$90k (estimated pay)
Location
Raleigh, NC
Employment Type
Full-time
Сategory
Customer Service Representatives
Description
Join our growing financial planning firm as a Client Service Associate to support clients in achieving their financial goals!
Qualifications
- Bachelor's degree in business-related field
- 2+ years of experience in financial services industry
Responsibilities
- Assist in client meeting preparation and follow-up
- Manage client needs regarding processing and service
- Partner with Broker Dealer for account establishment and compliance
Education
Bachelor’s degree in a business-related field preferred
Benefits
- health insurance
- 401(k) matching
- paid time off
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