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Job description
Lincolnshire, IL, USA
Job Description
Posted Monday, July 13, 2026 at 8:00 AM
Lead with Purpose. Partner with Impact.
Client Relations Associate will be responsible for delivering exceptional client service, supporting advisors, and ensuring smooth day-to-day operations. This role serves as a primary point of contact for clients, helping maintain strong relationships while ensuring accuracy, responsiveness, and compliance in all client interactions.
What You'll Do:
Serve as a primary contact for client inquiries and service requests
Build and maintain strong client relationships through proactive communication
Assist clients with account-related questions, paperwork, and follow‑ups
Coordinate client meetings, including preparation and post‑meeting follow‑up
Prepare and process new account applications and onboarding documentation
Handle account maintenance requests (transfers, distributions, beneficiary updates, etc.)
Monitor account activity and ensure timely execution of transactions
Maintain accurate client records in CRM and custodial platforms
Support advisors in meeting preparation, including performance reports and financial planning materials
Generate client reports and assist in portfolio review preparation
Track and follow up on outstanding client action items
Assist with implementation of financial plans and investment recommendations
Ensure all activities comply with SEC/FINRA regulations and firm policies
Maintain organized client files and documentation (digital and physical)
Assist with compliance audits, reporting, and documentation requests
Identify process improvement opportunities to enhance efficiency
Coordinate with custodians, third‑party providers, and internal teams
Manage task workflows and deadlines to ensure timely service delivery
Support special projects and operational initiatives as needed
What You Bring:
Bachelor’s degree in business, finance, or related field, or recent graduate
Experience in financial services, wealth management, or client service is a plus
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Excel, Word, Outlook)
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
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.
Disclosure By 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.
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Worksite address
lincolnshire, IL, 60069, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.