Kestra Holdings
About Us
KDI Wealth Management is a premier advisory firm with a 20-year history of helping clients build, protect, and enjoy their wealth. We are passionate about delivering exceptional, highly personalized service while building long-term relationships based on trust, advocacy, and results. Our culture blends professionalism with genuine hospitality, and we hold ourselves to the highest standards of excellence. We are also a team that values continuous growth and learning-both for our clients and for ourselves-because we believe that the pursuit of improvement is key to delivering the best client experience possible.
Position Overview
We are seeking a personable, detail-oriented Client Service Associate who thrives in a fast-paced, professional environment and enjoys making clients feel valued and cared for. This role is an integral part of our client experience, combining high-touch hospitality with precise operational and administrative support. The ideal candidate is proactive, resourceful, and eager to learn-someone who can manage multiple priorities while ensuring that every client interaction reflects our firm's commitment to excellence and care.
Why Join Us?
At KDI Wealth Management, you'll join a collaborative, high-performing team where your contributions directly shape the client experience and the success of our firm. We are committed to investing in your growth-offering opportunities to expand your skills, take on new responsibilities, and advance your career in the financial services industry. You'll be part of a culture that celebrates curiosity, values professional development, and supports one another in achieving both personal and team goals. If you're energized by making a meaningful impact and want to be part of a firm that is growing, learning, and raising the bar every day, we'd love to meet you.
Key Responsibilities:
Client Interaction : Serve as the first point of contact for clients, both in person and over the phone, ensuring a warm, welcoming experience.
Scheduling & Administrative Support
Manage and maintain the calendars for the CEO and Associate Advisor-scheduling client and internal meetings, coordinating preparation and follow-up, and following KDI core processes to ensure a consistent, excellent client experience.
Phone Management : Answer and direct incoming calls promptly, providing courteous assistance and relevant information.
Client Request Processing : Handle client requests accurately and efficiently, including scheduling appointments and providing updates on account status.
Account Support : Assist in account opening, maintenance and operational support, such as updating client information, handling forms, and liaising with financial advisors on client needs.
Hospitality & Client Experience : Foster a welcoming office environment, ensuring clients feel valued and at ease during their visit.
Administrative Support : Perform other clerical tasks as needed, including filing, data entry, and handling mail.
Marketing Support & Client Engagement
Coordinate and manage client touchpoints, including birthday, anniversary, and other greeting cards; prepare and send event invitations; and provide miscellaneous administrative support for marketing initiatives.
Qualifications:
Experience : Previous experience in client service, hospitality, or administrative roles is preferred.
Skills : Strong interpersonal and communication skills, with the ability to handle client interactions professionally and with empathy.
Attention to Detail : Excellent organizational skills and accuracy in handling client requests and documentation.
Technical Proficiency : Familiarity with office software, such as Microsoft Office Suite (Word, Excel, Outlook), is a plus.
Commitment to Client Care : A warm, friendly demeanor with a client-first mindset.
To Apply: Please submit your resume and a brief cover letter explaining your interest in this position.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
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.
KDI Wealth Management is a premier advisory firm with a 20-year history of helping clients build, protect, and enjoy their wealth. We are passionate about delivering exceptional, highly personalized service while building long-term relationships based on trust, advocacy, and results. Our culture blends professionalism with genuine hospitality, and we hold ourselves to the highest standards of excellence. We are also a team that values continuous growth and learning-both for our clients and for ourselves-because we believe that the pursuit of improvement is key to delivering the best client experience possible.
Position Overview
We are seeking a personable, detail-oriented Client Service Associate who thrives in a fast-paced, professional environment and enjoys making clients feel valued and cared for. This role is an integral part of our client experience, combining high-touch hospitality with precise operational and administrative support. The ideal candidate is proactive, resourceful, and eager to learn-someone who can manage multiple priorities while ensuring that every client interaction reflects our firm's commitment to excellence and care.
Why Join Us?
At KDI Wealth Management, you'll join a collaborative, high-performing team where your contributions directly shape the client experience and the success of our firm. We are committed to investing in your growth-offering opportunities to expand your skills, take on new responsibilities, and advance your career in the financial services industry. You'll be part of a culture that celebrates curiosity, values professional development, and supports one another in achieving both personal and team goals. If you're energized by making a meaningful impact and want to be part of a firm that is growing, learning, and raising the bar every day, we'd love to meet you.
Key Responsibilities:
Client Interaction : Serve as the first point of contact for clients, both in person and over the phone, ensuring a warm, welcoming experience.
Scheduling & Administrative Support
Manage and maintain the calendars for the CEO and Associate Advisor-scheduling client and internal meetings, coordinating preparation and follow-up, and following KDI core processes to ensure a consistent, excellent client experience.
Phone Management : Answer and direct incoming calls promptly, providing courteous assistance and relevant information.
Client Request Processing : Handle client requests accurately and efficiently, including scheduling appointments and providing updates on account status.
Account Support : Assist in account opening, maintenance and operational support, such as updating client information, handling forms, and liaising with financial advisors on client needs.
Hospitality & Client Experience : Foster a welcoming office environment, ensuring clients feel valued and at ease during their visit.
Administrative Support : Perform other clerical tasks as needed, including filing, data entry, and handling mail.
Marketing Support & Client Engagement
Coordinate and manage client touchpoints, including birthday, anniversary, and other greeting cards; prepare and send event invitations; and provide miscellaneous administrative support for marketing initiatives.
Qualifications:
Experience : Previous experience in client service, hospitality, or administrative roles is preferred.
Skills : Strong interpersonal and communication skills, with the ability to handle client interactions professionally and with empathy.
Attention to Detail : Excellent organizational skills and accuracy in handling client requests and documentation.
Technical Proficiency : Familiarity with office software, such as Microsoft Office Suite (Word, Excel, Outlook), is a plus.
Commitment to Client Care : A warm, friendly demeanor with a client-first mindset.
To Apply: Please submit your resume and a brief cover letter explaining your interest in this position.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
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.