Financial Services Client Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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.
Step into the Financial Services Client Specialist role at Kestra Financial Independent Advisor in Chicago, IL, United States and grow with us.
Learn more about the Financial Services Client Specialist role in the description above.
We appreciate your interest in this position.
Join Kestra Financial Independent Advisor and contribute to our ongoing work.
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