About this role
Financial Advisory - Client Service Associate at Kestra. Location: Morristown, New Jersey, United States. Role: implementing policies, maintaining records, generating reports Requirements: Experience with financial services operations and compliance, document control, CRM (Redtail) and Advisor Complete, advanced Microsoft Excel and Office skills, strong communication, organization, problem-solving, and process-improvement ability. Category: Customer Service Seniority: Mid Level Tools: Advisor Complete, Redtail, Microsoft Office Suite, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English