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Client Services Specialist
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Full-time
- Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service.
- With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
- The Concierge Team is Kestra Financial's voice and the primary contact for all operational needs of our clients, including independent financial advisors and their support staff.
- Two or more years in brokerage/financial services, banking, operations and client support.
- Candidates who hold an active Series 7 license are eligible for a higher compensation structure.
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