The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...
The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...
Client Service Associate
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...
Client Service Associate
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who ...
Client Service Associate
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...
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Client Service Associate
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...
Client Service Associate
$14.25 - $19.75/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$14.25 - $19.75/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
The Client Service Associate will serve as the primary point of contact for all client service-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing ...
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Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
The Client Service Associate will serve as the primary point of contact for all client service-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing ...
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Dallas, TX · Hybrid
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Dallas, TX · Hybrid
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
Client Service Associate
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
Senior Client Service Associate information
See Grand Prairie, TX salary details
$27.4K - $36.4K
17% of jobs
$41.7K is the 25th percentile. Wages below this are outliers.
$36.4K - $45.3K
14% of jobs
$45.3K - $54.3K
4% of jobs
$54.3K - $63.2K
14% of jobs
The median wage is $64.5K / yr.
$63.2K - $72.2K
12% of jobs
$72.2K - $81.1K
9% of jobs
$85.8K is the 75th percentile. Wages above this are outliers.
$81.1K - $90.1K
11% of jobs
$90.1K - $99K
9% of jobs
$99K - $108K
6% of jobs
$108K - $116.9K
3% of jobs
$116.9K - $125.9K
1% of jobs
$27.4K
$70.2K
$125.9K
How much do senior client service associate jobs pay per year?
What does a senior client service associate do?
Full-time
Medical, Retirement
Re-posted 2 days ago
Job description
What You'll Do
- Data entry (Redtail, eMoney, NDEX)
- Customer service (answering phones, processing and forwarding requests)
- Account Servicing (generating/processing paperwork)
- Scanning/Filing
- Check deposit and daily blotters
- Preparing mailings to clients
- Calendar management for top level executives
What You Bring
- High School diploma required.
- Client services experience required. Min 5 years of experience.
- Financial advisory industry experience required. Min 5 years of experience.
- Ability to maintain confidentiality and exercise discretion
- Proficiency in MS Outlook, MS Excel, and MS Word
- Ability to follow written and oral instructions
- Exhibit professional phone demeanor
- Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
- Attention to detail
- Commitment to professionalism, accountability, customer focus, and teamwork
- Understanding and evaluating complex client processes through critical thinking
- Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.
- Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
About Kestra Holdings
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Austin, TX, US
Year founded
1997