About this role
Financial Advisory - Client Service Associate at Kestra. Location: Morristown, New Jersey, United States. Role: implementing policies, maintaining files, generating reports Requirements: Experience with financial services operations and compliance, strong analytical and organizational skills, excellent communication, proficiency in Microsoft Office (advanced Excel) and CRM systems (Redtail, Advisor Complete), ability to lead projects and improve processes. Category: Customer Service Seniority: Mid Level Tools: Advisor Complete, Redtail, Microsoft Office, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English