Wealth Management Client Services Associate

Bluespring Wealth Partners, LLC

Kestra Financial, Inc. in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and ensure smooth daily operations. You will be the primary contact for clients, helping maintain relationships while ensuring accuracy, responsiveness, and regulatory compliance in all interactions. You will build client relationships, coordinate meetings and onboarding, prepare and process new accounts, and support advisors with performance reports and #J-18808-Ljbffr

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Vacancy posted 1 day ago

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Wealth Management Client Services Associate
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