Bluespring Wealth Partners · 7 hours ago
Client Services Associate
Pittsburgh, PA
Full-time
Hybrid
Entry Level
1+ years expBluespring Wealth Partners is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. The Client Service Associate is a key contributor to delivering a seamless, high-touch client experience by overseeing administrative and operational activities on behalf of clients and managing service-related workflows.
Financial Services
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
Qualification
Required
Highly organized and detail-oriented professional
Ability to manage multiple priorities while maintaining precision and organization
Professional and empathetic communication with clients
Ability to anticipate client needs and proactively ensure all requests are fully executed
Ability to translate advisor and client requests into clear, actionable steps for operational execution
Experience working directly with clients to gather required data and documentation
Ability to partner with Operations to resolve issues, troubleshoot challenges, and meet deadlines
Accountability for follow-up, status updates, and final execution
Empathy – listening first and seeking to understand clients' goals, concerns, and family dynamics
Intellectual Curiosity – being a lifelong learner who asks thoughtful questions and seeks continuous improvement
Responsiveness – following through, communicating clearly, and respecting clients' time
Agility – adapting quickly and thoughtfully in a constantly evolving industry
Team-oriented mindset – succeeding as a team and supporting one another to deliver the best outcomes for clients
Preferred
Paraplanner designation preferred or willingness to pursue and obtain the Paraplanner exam within a defined timeframe
Benefits
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
Mergers & Acquisitions
2025-11-07
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