Senior Client Service Associate

Posted Tuesday, March 3, 2026 at 8:00 AM

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 customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.

• Account Servicing (generating /processing paperwork)
• Scanning/Filing
• Check deposit and daily blotters
• Preparing mailings to clients
• Calendar management for top level executives

• Client services experience required . Min 5 years of experience.
• Financial advisory i ndustry 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
• Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
• Commitment to professionalism, accountability, customer focus, and teamwork
• Understanding and evaluating complex client processes through critical thinking
• Srong 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 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.

• 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

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.

Lead with purpose. Apply now and help shape the future of Kestra.

• 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.