Client Service - Client Service Associate

Lead with Purpose, partner with Impact.

At Coghill Investment Strategies (www.coghillstrategies.com), our team is focused on delivering highly personalized wealth management solutions. We provide a concierge-style service model that includes collaborative work with our client's tax and legal advisors to deliver intelligent, centralized management of their total financial universe. Investment portfolios are managed based upon traditional investment theory enhanced with global macro analysis.

The Client Service Associate (CSA) plays a pivotal role in delivering a seamless, high‑touch experience across all stages of the wealth management process. In this role, you will coordinate operational and administrative workflows, support financial planning preparation, and act as a trusted liaison between clients, Financial Advisors, and internal operational teams.

This position is ideal for a detail‑oriented professional who values precision, enjoys client interaction, and is motivated to build or advance a long‑term career in wealth management, client service, or paraplanning.

What You'll Do

• Serve as the primary connection point between Financial Advisors and internal Operations to ensure all client service needs are executed accurately and on time.
• Translate advisor and client requests—including account openings, money movement, transfers, and updates—into clear, actionable steps for processing.
• Prepare and gather client data needed for financial plans, reviews, cash‑flow updates, and investment discussions (e.g., statements, insurance docs, employer benefit info).
• Support advisors in pre‑meeting preparation by organizing planning documents, updating CRM records, and ensuring all required materials are accurate and complete.
• Assist in the implementation of investment or planning recommendations (e.g., updating allocations, initiating transfers, coordinating follow‑ups).
• Collaborate with advisors to help prepare components of financial plans, such as data organization, initial analysis, and input into financial planning software (as appropriate for the role and licensing).
• Review client information for completeness and accuracy to ensure advisors have the right data for planning meetings.
• Track planning-related action items and ensure all recommendations—investment, insurance, cash‑flow, estate, tax-coordination items—are followed through to completion.
• Assist in maintaining high-quality client documentation in alignment with planning and compliance standards.
• Own the follow‑up process: monitor progress, communicate updates, and confirm final execution of all client-related tasks.
• Partner with Operations to troubleshoot issues, resolve delays, and ensure the client experience remains smooth and proactive.
• Communicate with clients warmly, clearly, and professionally to build trust and confidence.
• Anticipate client needs by proactively checking on open items and ensuring nothing is missed.
• Help maintain strong long-term relationships by contributing to a consistent, service‑focused client experience.
• This is an in-office position in our Pittsburgh location.

What You Bring

• You listen first, seek to understand client goals, and remain sensitive to their personal and family financial dynamics.
• Learning about financial planning, investments, and the wealth management industry.
• Follow through diligently and communicate proactively.
• Adapt quickly in a fast‑moving environment where client needs evolve.
• Collaborate closely with advisors and teammates to deliver exceptional client outcomes.
• Strong organizational skills with a high degree of accuracy and reliability.
• Excellent communication—professional, empathetic, and client‑focused.
• Ability to manage multiple priorities in a deadline‑driven environment.
• Interest in financial planning, wealth management operations, or paraplanning.
• Prior experience in financial services, insurance, or investment operations is a plus.

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.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. 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 Kestra Financial 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. Kestra Financial prohibits any such discrimination or harassment.