Hybrid Client Services Associate – Financial Planning
Listed on 2026-10-10
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Finance & Banking
Financial Services, Financial Advisor / Consultant, Financial Sales, Financial Analyst
Christopher Street Financial in New York, NY seeks a Client Service Associate to support end-to-end client onboarding, account setup, and ongoing service. The role collaborates with advisors and the broader CSF team in a fast-paced environment.
You bring a business degree or equivalent, experience in financial services, CRM familiarity, and strong organizational skills. Hybrid schedule—in-office Tue, Wed, Thu—offers a blend of teamwork and focus.
Consider building your career as a Hybrid Client Services Associate – Financial Planning at Kestra Financial.
This opportunity is for the Hybrid Client Services Associate – Financial Planning role at Kestra Financial.
We are seeking a motivated Hybrid Client Services Associate – Financial Planning to join Kestra Financial in New York, NY, United States.
The Hybrid Client Services Associate – Financial Planning position in the Human Resources, Consulting field is open for applications.
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