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Kestra Financial Client Service Associate in Bloomfield Hills, Michigan

Summary

The Client Service Associate reports to both Financial Advisors 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 on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Financial Advisors

Requirements

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) 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 and influence others without direct control

Education and/or Experience

  • Bachelor's degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance and managed accounts

Certificates, Licenses, Registration

  • Series 7 and 65/66 preferred (or ability to obtain)
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