Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor(8 months ago)

Plano, USOnsiteFull TimeMedior$73,085 - $98,680 (estimated)Wealth Management

About this role

The Client Service Associate supports Partners and Wealth Managers by serving as a central office resource for a growing book of business and managing client-facing administrative processes. The role emphasizes enabling efficient client relationship management and accurate record keeping. This is a full-time, in-office position.

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Required Skills

Customer Service
Client Support
Account Processing
Paperwork
Compliance
CRM
Microsoft Office
Time Management
Communication
Multi-Tasking

+4 more

Qualifications

High School Diploma
Associate's Degree

About Kestra Financial Independent Advisor

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