02 Oct
|
Kestra
|
West Tamworth
02 Oct
Kestra
West Tamworth
Kestra seeks a Client Service Associate to support Financial Advisors by delivering timely information and education to clients with professionalism. You will prepare meeting materials, generate reports, schedule appointments, and document post-meeting actions while ensuring regulatory compliance.
Role emphasizes solid communication, advanced computer skills (Outlook, Word, Excel), and the ability to manage multiple tasks.
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📌 Financial Client Service Associate (Hybrid/Remote) (West Tamworth)
🏢 Kestra
📍 West Tamworth