Client Service Associate
Kestra
About this role
Christopher Street Financial is a growing financial planning and wealth management firm based in New York City, specializing in relationship-based financial planning and investment management, with a focus on serving the LGBTQ+ community and those sharing similar values. The firm emphasizes a collaborative team environment and a client-first approach.
Skills
About Kestra
kestra.ioKestra is an open-source declarative data orchestration platform that lets teams build simpler, faster, scalable, and flexible workflows using a human-friendly declarative language. It provides tooling to design, run, schedule, and monitor data and automation pipelines with an extensible task library, web UI, and APIs for visibility and control. Built for reliability and scale, Kestra can be deployed in cloud-native environments and integrates with common data stores and services via plugins. Users choose Kestra for its declarative approach, reproducibility, and active open-source community.
About Kestra
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Kestra.
Salary
$67k – $80k
per year
More jobs at Kestra
Similar Jobs
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greenville, SC Merrill Office
Merrill Lynch
Client Service Associate
Wealth Enhancement Group
Financial Advisor
Wealth Enhancement Group
Regional Vice President - Business Development
Focus Partners Wealth
Wealth Management Client Associate
Merrill Lynch
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Birmingham, AL Merrill Office
Merrill Lynch