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Client Relations & Onboarding Specialist
Job in
Sheboygan, Sheboygan County, Wisconsin, 53082, USA
Listed on 2026-07-20
Listing for:
Bluespring Wealth Partners
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Kestra Financial seeks a Client Relationship Specialist to deliver outstanding client service and support to advisors and internal teams. You will guide onboarding, account administration, and documentation, acting as a liaison between clients, custodians, and internal staff.
You'll work closely with the advisory and operations groups on financial planning, portfolio management, and client initiatives, with a development path toward Junior Investment Advisor responsibilities.
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