More jobs:
Client Service & Accounts Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-25
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Kestra Financial is seeking a Client Service Associate to support Advisors by delivering high-quality client education and service. The role emphasizes timely information, education, and professional client interactions, with heavy focus on documentation and compliance.
The position involves coordinating meetings, preparing materials, and handling account paperwork, while collaborating with the Broker Dealer for account setup and maintenance. Strong communication and organization are essential.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×