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Wealth Management Client Experience Specialist

Job in Hamilton, Atlantic County, New Jersey, USA
Listing for: Kestra Financial
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

Kestra Financial is seeking a Client Service Associate to deliver exceptional client support in a financial advisory practice. You will handle account administration, client communications, scheduling, and adherence to regulatory policies.

The role emphasizes building relationships, coordinating meetings, and supporting advisors with reports and events. Strong organizational skills and experience in financial services are valued.

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