Client Service Associate
Kestra Financial Independent Advisor(2 years ago)
About this role
A Client Service Associate at Cunningham Financial supports the firm’s mission to help clients achieve their financial goals by enabling high-quality, client-focused financial planning. The role serves as a primary client contact and helps leverage advisors’ time to deliver personalized service. It contributes to the smooth operation and growth of the firm.
Required Skills
- Microsoft Office
- Client Service
- Communication
- Time Management
- Organization
- Problem Solving
- Account Processing
- Compliance
Qualifications
- Bachelor's Degree in Business
- Series 7
- Series 65
- Series 66
About Kestra Financial Independent Advisor
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