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Client Relations Associate - Wealth Advisory Support
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Posted on: Jul 06, 2026
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Kestra Financial
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Grapevine, Texas
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Onsite
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Full-time
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Job Title :
Client Relations Associate - Wealth Advisory Support
Job Type :
Full-time
Job Location :
Grapevine Texas United States
Remote :
No
Job Description :
Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competitive pay, health benefits, and opportunities for professional growth.
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Position Details
Posted:
Jul 06, 2026
Reference Number:
14660_A9828FF6314F4077F19137C89FACCBD9
Employment:
Full-time
Salary:
Not Available
City:
Grapevine
Job Origin:
APPCAST_CPC
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