Kestra Financial

Grapevine / Global

Client Relations Associate - Wealth Advisory Support

$40.000 - $60.000

Job Summary

Salary Range:: $40.000 - $60.000

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Job Description

Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competitive pay, health benefits, and opportunities for professional growth.

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Kestra Financial

Client Relations Associate - Wealth Advisory Support

Job Summary

Job Description

Similar Opportunities

Cain Watters & Associates, LLC

Wealth Advisory Client Experience Coordinator

Donato Technologies, Inc.