# Client Service Associate

> Kestra Financial Independent Advisor · Hamilton, United States · — · Posted 2026-07-17

**Workplace:** on_site

**Department:** Financial Services

## Description

**Client Service Associate (CSA)**

**Financial Advisor Office / Wealth Management Practice**

**Position Title**

**Client Service Associate (CSA)**

**Position Summary**

The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.

**Key Responsibilities**

**Client Relationship Management**

-   Serve as the primary point of contact for client service requests and inquiries.
-   Build and maintain strong relationships with clients through professional and timely communication.
-   Assist clients with account maintenance, paperwork, and general service needs.
-   Coordinate client meetings and prepare meeting materials.

**Account Administration**

-   Process new account openings, transfers, rollovers, and account updates.
-   Prepare and track client paperwork to ensure accurate and timely completion.
-   Monitor account documentation and maintain organized client records.
-   Assist with beneficiary changes, address updates, distributions, and other account servicing requests.

**Operations & Compliance**

-   Ensure all client transactions and documentation comply with regulatory and firm requirements.
-   Maintain accurate records in CRM and portfolio management systems.
-   Assist with compliance reviews, audits, and supervisory requests.
-   Follow procedures for handling confidential client information.

**Advisor Support**

-   Support financial advisors with meeting preparation and follow-up activities.
-   Generate reports, client summaries, and presentation materials.
-   Assist with marketing events, workshops, and client appreciation activities.
-   Help manage workflow priorities and operational deadlines.

**Client Communication**

-   Respond promptly to client emails and phone calls.
-   Coordinate with custodians, insurance companies, and other financial institutions regarding client requests.
-   Provide status updates on pending transactions and service requests.

**Qualifications**

**Required**

-   Associate's or Bachelor's degree preferred in Business, Finance, Accounting, or related field.
-   2+ years of client service, banking, financial services, or administrative experience.
-   Strong verbal and written communication skills.
-   Excellent organizational and multitasking abilities.
-   Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

**Preferred**

-   Experience in wealth management, financial planning, banking, or brokerage services.
-   Knowledge of financial products, retirement accounts, and investment accounts.
-   Experience with CRM systems such as Redtail, Salesforce, Wealthbox, or similar platforms.

**Key Competencies**

-   Client-focused service mentality
-   Attention to detail and accuracy
-   Professionalism and confidentiality
-   Strong problem-solving skills
-   Ability to work independently and as part of a team
-   Time management and organization
-   Adaptability in a fast-paced environment

**Compensation & Benefits**

-   Competitive salary
-   Bonus/incentive opportunities
-   Retirement plan participation
-   Paid time off and holidays
-   Professional development and licensing support

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/83BB3753F4/apply)

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