Client Services Associate

Kestra • Pittsburgh, PA

27d

About The Position

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. 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
At our firm, we believe exceptional client service is built on two pillars: technical excellence and human connection. We operate as a collaborative team where every role matters, and doing the right thing for our clients is always the priority.
The Client Service Associate is a key contributor to delivering a seamless, high-touch client experience. In this role, you will oversee and coordinate administrative and operational activities on behalf of clients, ensuring accuracy, accountability, and timely execution.
As the central liaison between Financial Advisors and the Operations team, you will manage service-related workflows, track progress, and confirm completion. This position is ideal for a highly organized, detail-oriented professional who thrives on follow-through, enjoys working with people, and is motivated to build a long-term career in wealth management.

Requirements

• Empathy – We listen first and seek to understand our clients’ goals, concerns, and family dynamics
• Intellectual Curiosity – We are lifelong learners who ask thoughtful questions and seek continuous improvement
• Responsiveness – We follow through, communicate clearly, and respect our clients’ time
• Agility – We adapt quickly and thoughtfully in a constantly evolving industry
• We Before Me – We succeed as a team, supporting one another to deliver the best outcomes for our clients
• The Client Service Associate is a critical contributor to these values, ensuring that client needs are met with care, precision, and accountability.

Nice To Haves

• Paraplanner designation preferred or willingness to pursue and obtain the Paraplanner exam within a defined timeframe

Responsibilities

• Serve as the connector between Financial Advisors and Operations, ensuring nothing falls through the cracks.
• Translate advisor and client requests into clear, actionable steps for operational execution.
• Work directly with clients to gather required data and documentation.
• Partner with Operations to resolve issues, troubleshoot challenges, and meet deadlines.
• Maintain accountability for follow-up, status updates, and final execution.
• Manage multiple priorities while maintaining precision and organization.
• Communicate professionally and empathetically with clients to build confidence and trust.
• Anticipate client needs and proactively ensure all requests are fully executed.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees