Client Services Specialist - Financial Advisory
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Sales, Financial Analyst
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.
This opportunity is for the Client Services Specialist
- Financial Advisory Support role at Kestra Financial.
For the Client Services Specialist
- Financial Advisory Support position at Kestra Financial, we are reviewing applications now.
Step into the Client Services Specialist
- Financial Advisory Support role at Kestra Financial in Schaumburg, IL, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).