Client Service & Accounts Specialist
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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.
For the Client Service & Accounts Specialist position at Kestra Financial, we are reviewing applications now.
As a Client Service & Accounts Specialist, you will play an important part at Kestra Financial in Chicago, IL, United States.
We invite applications for the Client Service & Accounts Specialist position located in Chicago, IL, United States.
The following opportunity is for a Client Service & Accounts Specialist with Kestra Financial.
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