Investment Services Client Representative
Kestra Financial Independent AdvisorIllinois, United States
Posted July 8, 2022
Full Time
About the Company
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Job Description
David A. Marcus and Associates, Inc. offers wealth management services, including strategic financial planning and a range of related benefits like estate planning, retirement planning, and life insurance. They focus on client success and provide customized solutions for each individual client. The Investment Services Client Representative role involves client interaction, account processing, relationship building, and assisting with client accounts.
Requirements
- Regular client interaction (appointments, correspondence)
- Client needs processing & solution
- Building and maintaining client relationships
- New client acquisition (referrals, new clients)
- Account maintenance and paperwork submission
- CRM database management
- Problem resolution and document keeping
- Budget and expense tracking (paperless procedures)
Benefits
- Full 401k Matching
- Generous Paid Time Off
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
