Client Services Specialist - Financial Advisory
Job in
Schaumburg, Cook County, Illinois, 60159, USA
Listed on 2026-07-27
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service, Financial Sales
Job Description & How to Apply Below
Kestra Financial in Schaumburg, IL seeks a Client Service Associate to support Advisors by delivering excellent service, preparing meetings, and handling account paperwork with accuracy and compliance.
The role emphasizes assisting brokers and internal partners, managing multiple priorities, and building client relationships. A Bachelor's degree is preferred with 2+ years in financial services;
Series 7/65/66 preferred or obtainable.
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