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Financial Services Client Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-24
Listing for:
Kestra Financial Independent Advisor
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Kestra Financial Independent Advisor seeks a Client Service Associate to support advisors and clients with information, paperwork, and timely service. You will assist in meeting prep, manage inquiries about accounts, and coordinate with the broker-dealer for account establishment and maintenance.
You will work closely with advisors, process client requests, and ensure compliance and documentation are up to date in a fast-paced financial services environment.
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