Client Service Associate
Kestra Financial Independent AdvisorRaleigh, North Carolina, United States
Posted July 6, 2023
Full Time
About the Company
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Job Description
Cunningham Financial is seeking a Client Service Associate to assist with the back-office operations of the firm. The role focuses on providing excellent customer service, managing client needs, and ensuring compliance. The position offers a key role in the firm's success and allows the Associate to interact with clients.
Requirements
- Assist in client meeting preparation and follow-up.
- Manage client needs regarding processing, service, and problem resolution.
- Process, submit, and service account paperwork.
- Adhere to appropriate client service models.
- Manage multiple and competing priorities.
