Client Service Associate - Kings Park, NY
Kestra Financial Independent Advisor(10 months ago)
About this role
The Client Service Associate supports Financial Advisors by serving as a primary client-facing point of contact, providing timely information and education to clients. The role focuses on delivering excellent customer service and problem-solving to help optimize advisors’ time and ensure efficient client service operations. It is an entry-level position with growth potential into a full-time role.
Required Skills
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- Client Service
- Communication
- Time Management
- Organization
- CRM
- Report Generation
- Problem Solving
+1 more
Qualifications
- Bachelor's Degree Preferred
- 5+ Years Experience in Financial Services
About Kestra Financial Independent Advisor
facebook.comFacebook is a leading social media platform that allows users to connect and share with friends, family, and communities around the world. Through features such as posts, messaging, and content sharing, it fosters virtual interactions and social networking. Facebook also serves businesses and organizations by offering advertising solutions, tools for community engagement, and integration with e-commerce functionalities. With its expansive user base, Facebook plays a significant role in shaping social dynamics and digital communication globally.
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