Client Experience & Relationship Manager

Lead with Purpose. Partner with Impact.  At Home | Oklahoma Financial Center We are seeking a proactive and detail-oriented Client Experience and Relationship Manager to support our financial advisors and leadership team. This position is critical to delivering a first-class client experience and driving the firm's continued growth. The ideal candidate is highly organized, thrives in a fast-paced environment with minimal supervision, and is passionate about building strong client relationships. 

What You’ll Do:

• Act as a primary point of contact for clients, delivering exceptional service via phone, email, and in-person meetings while anticipating needs and ensuring timely follow-through.
• Oversee client onboarding, assisting clients through the process, and serving as their advocate throughout the relationship. 
• Support the CSA team in compiling, verifying, and organizing all meeting materials to ensure they are complete and accurate before client appointments.
• Collaborate with vendors, custodians, and internal stakeholders to resolve service issues, streamline operations, and support client and advisor needs. 
• Scan and file checks, documents, statements, and client notes in a timely manner to maintain accurate digital records.
• Process and manage expense reports for senior management using Concur weekly. 
• Provide administrative support to advisors on daily tasks and special projects as needed.
• Manage office logistics, including mail distribution and inventory of office supplies. 
• Communicate clearly and collaborate effectively with team members to ensure transparency and the timely completion of tasks and projects. 

What You Bring:

• High school diploma or equivalent required; college degree preferred
• 5+ years of executive-level administrative, client service, or relationship management experience preferred
• Exceptional attention to detail and organizational skills
• Ability to thrive in a fast-paced, high-change environment
• Strong problem-solving and logical thinking abilities
• Passion for client service and building strong relationships
• Ability to adapt quickly to changing compliance and industry regulations
• Strong interpersonal skills and ability to work collaboratively across teams
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite; advanced Excel skills preferred
• Commitment to ongoing professional development and continuous learning

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.