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Client Service Associate - Symphony Wealth Group

Kestra Financial

Plano, TXFull-timePosted 7mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Plano, TX
Schedule
Full-time
Work Authorization
Not specified

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Job overview

Kestra Financial is hiring a Client Service Associate - Symphony Wealth Group. The Client Service Associate supports Partners and Wealth Managers by handling administrative functions for the office. This role requires excellent customer service, problem-solving, attention to detail, multi-tasking, and time management skills. The associate will assist with client meeting preparation, process account paperwork, manage client needs, and maintain the CRM database.

Key focus areas include Support Advisors of a growing book of business, Assist in client meeting preparation and follow-up, and Process, submit, and service all account paperwork/requests.

Successful candidates bring High School Diploma or Associate's Degree and 2+ Years Administrative Support Experience. Important skills include Customer Service, Problem Solving, Attention To Detail, Multi-Tasking, Time Management, and Paperless Procedures. Preferred (not required): CRM Knowledge.

Skills & qualifications

RequiredNice to have

Skills

Customer ServiceProblem SolvingAttention to DetailMulti-TaskingTime ManagementPaperless ProceduresESignatureCRM Database ManagementOutlookMicrosoft WordExcelAdobeAdministrative SkillsWork IndependentlyCommunication SkillsCRM Knowledge

Qualifications

High School Diploma or Associate's Degree2+ Years Administrative Support ExperiencePrevious Financial Services Experience

Full job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

Essential Duties and Responsibilities

  • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

  • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

  • 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

  • Maintain CRM database; define and ensure adherence to appropriate client service models.

  • Manage multiple and competing priorities daily in pursuit of business objectives.

  • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

  • Other duties as assigned.

  • This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

  • Basic computer skills (Outlook, Word, Excel. Adobe)

  • Strong administrative and time management skills with superior attention to detail.

  • Able to work independently and effectively manage multiple tasks at once.

  • Excellent communication skills, both verbally and in writing.

  • CRM knowledge a plus.

Education and/or Experience

  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

  • High School Diploma or Associate's degree required

  • Previous experience in financial services a plus

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