Client Service Associate — Symphony Wealth Group

Job overview

The Client Service Associate — Symphony Wealth Group role is onsite in Plano, TX. Compensation is not specified. The position supports Partners and Wealth Managers at Kestra Financial Independent Advisor. The associate helps advisors use their time effectively by handling office administration, client service, account paperwork, meeting preparation and follow-up, and records. The role contributes to business objectives through accurate, timely service and compliance-conscious documentation.

What you'll do

• Support advisors with office administration
• prepare for and follow up on client meetings
• process account paperwork and requests
• resolve client service issues
• maintain compliance records and the CRM database
• schedule appointments and handle correspondence and incoming calls.

What we're looking for

Skills & competencies

client service associate

wealth management

financial services

client support

administrative support

account processing

crm

compliance documentation

plano tx

kestra financial

full-time

in-office

Work arrangement

• Weekend coverage required

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.