Senior Wealth Client Services Associate; Hybrid
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Services, Financial Advisor / Consultant
Kestra Financial Independent Advisor in Roswell, NM seeks a Senior Registered Client Associate to support advisors and deliver exceptional client experiences. You will assist in meeting prep, paperwork, reporting, and CRM maintenance to ensure accurate records and timely service.
Responsibilities include coordinating client service requests, processing account paperwork with compliance standards, and partnering with the broker-dealer on new accounts and maintenance.
We are looking to fill the Senior Wealth Client Services Associate (Hybrid) position at Kestra Financial Independent Advisor in Roswell, NM, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Client Services Associate (Hybrid) 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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