# Client Service Associate - Kings Park, NY

> Kestra Financial Independent Advisor · Kings Park, United States · Full-time · Posted 2025-03-11

**Salary:** USD 25,000–65,000

**Workplace:** on_site

**Department:** Financial Services

## Description

### Summary

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

### Essential Duties and Responsibilities

-   Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
-   Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
-   Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
-   Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

-   Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
-   Maintain CRM database; define and ensure adherence to appropriate client service models
-   Manage multiple and competing priorities daily in pursuit of business objectives
-   Other responsibilities as assigned by the Senior Client Service Associate

### Knowledge, Skills, and/or Abilities

-   Advanced computer skills (Outlook, Word, and Excel) are essential
-   Excellent communication skills, both verbally and in writing
-   Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
-   Ability to build relationships with clients and internal partners

### Education and/or Experience

-   Bachelor’s degree in a business-related field preferred
-   The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
-   Previous experience in small business culture preferred

Benefits: None

Growth Potential: Yes. Transition to Full Time position with benefits

Office with personalized Laptop Provided

Hybrid/Remote Work Potential: After training is completed

Flexible Work Hour: Can design own schedule at start

Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview

Work Attire: Business Casual

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/494192099B/apply)

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