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Wealth Client Services & Advisory Specialist
Job in
Sheboygan, Sheboygan County, Wisconsin, 53082, USA
Listed on 2026-09-07
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Kestra Holdings seeks a dedicated Client Relationship Specialist II to partner with Advisors and clients, handling complex accounts and service requests. You will deliver exceptional client experiences, mentor associates, and contribute to improvement initiatives within Wealth Management.
The role emphasizes regulatory knowledge, accurate documentation, and cross-functional collaboration to support financial planning and advisory services.
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