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Client Relations Associate - Wealth Advisory Support

  • Job type Posted on: Jul 06, 2026
  • Experience level Kestra Financial
  • Employment type Grapevine, Texas
  • Employment type Onsite
  • Salary Full-time

Job Title :

Client Relations Associate - Wealth Advisory Support

Job Type :

Full-time

Job Location :

Grapevine Texas United States

Remote :

No

Jobcon Logo 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. #J-18808-Ljbffr

Jobcon Logo 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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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. #J-18808-Ljbffr

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