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Client Service Associate

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding traditional and hybrid RIAsto grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

The Client Service Associate is a key point of contact for clients and plays an essential role in delivering an outstanding client experience. You will support advisors, manage daily operations, process paperwork, and ensure client requests are handled efficiently and accurately. You will use your excellent customer service, polished communication, and problem-solving skills to confidently meet the service needs of our clients and partners.

What You'll Do:

• Lead and direct corporate accounting staff in the day-to-day performance of their responsibilities, monitor team productivity, and provide performance evaluations and constructive feedback.
• Oversee administrative functions related to corporate bank accounts and treasury management.
• Manage the month-end financial close process including fixed assets and payroll accounting. Perform accounting analyses to validate financial statements, identify potential errors, and provide clear and accurate responses to questions regarding financial results and account activity.
• Assess and enhance accounting workflows to improve efficiency and accuracy, ensuring full compliance with internal policies and all relevant legal and regulatory standards.
• Support the Director of Corporate Accounting in the execution of external financial audits and assist the Controller, as needed, including coordinating and reviewing requested supporting documentation and assisting with responses to auditor inquiries.
• Prepare supporting schedules and documentation for federal and state income tax returns, ensuring information is accurate, complete, and provided in accordance with established filing deadlines.
• Ensure the timely and successful completion of departmental and project milestones by proactively addressing potential challenges and implementing effective solutions and recommendations.
• Assist the Director of Corporate Accounting with special projects and strategic initiatives, including research, analysis, process improvements, and other accounting-related matters, as assigned.
• Perform other duties as assigned.
• Thorough knowledge of GAAP and a strong understanding of established accounting policies and procedures.
• Exceptional critical-thinking abilities with a proactive approach to planning, prioritization, and conceptual problem-solving.
• Proven ability to collaborate effectively across all levels of the organization and with external partners, using creativity, strategic problem-solving, and results-oriented thinking.
• Excellent communication and analytical skills, coupled with adaptability, innovation, and a continuous-improvement mindset for designing and enhancing processes.
• Demonstrated success in training, inspiring, and coaching team members to achieve individual and collective goals.
• Cultivate a collaborative, high-performing team culture that encourages accountability, innovation, and continuous improvement.
• Provide clear guidance, ongoing training, and meaningful professional development opportunities to support the growth and success of direct reports.

What You Bring:

• Bachelor's degree in Accounting, Finance, or a related field required; MBA, MAcc, or CPA preferred.
• 57 years of progressive experience in Accounting or Finance.
• 12 years of previous management experience

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.