Wealth Advisory Client Services Associate
Job in
Lincolnshire, Lake County, Illinois, 60069, USA
Listed on 2026-07-18
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-07-18
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Kestra Holdings in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and manage day-to-day operations. You will be a primary contact for clients, ensuring accuracy, responsiveness, and compliance in all interactions.
The role involves handling account questions, onboarding, meeting coordination, and preparing performance reports and financial planning materials.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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