About this opportunity
Kestra Holdings lists this Wealth Advisory Client Services Associate opportunity in lincolnshire, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Kestra Holdings in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and manage day-to-day operations. You will be a primary contact for clients, ensuring accuracy, responsiveness, and compliance in all interactions.
The role involves handling account questions, onboarding, meeting coordination, and preparing performance reports and financial planning materials.
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Worksite address
lincolnshire, IL, 60069, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.