Client Service Coordinator

Kestra Financial Independent Advisor(2 years ago)

Raleigh, United StatesOnsiteFull TimeJunior$41,527 - $56,484 (estimated)Administrative

About this role

The Client Service Coordinator supports a Financial Advisor team by ensuring a high-quality client experience and maintaining organized client records for a family-owned financial firm. The role contributes to smooth client communications and back-office continuity for a large book of long-term clients. It operates in a steady, office-based environment with emphasis on accuracy and client satisfaction.

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Required Skills

Customer Service
Time Management
Communication
CRM
Microsoft Office
Scheduling
Data Entry
Administration
Detail Oriented
Check Processing

About Kestra Financial Independent Advisor

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