Kestra Financial

Client Service Specialist - Thriving Asset Management

Kestra Financial  •  Half Moon Bay, CA (Onsite)  •  1 month ago
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Job Description

Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management

  • Ongoing client servicing and relationship support
  • Handling account maintenance, transfers, paperwork
  • Responding to client inquiries
  • Supporting the lead advisor
  • Serves as a primary point of contact for client service needs
  • Process account opening, transfers and maintenance
  • Handle client inquiries requiring Series /63 licensing
  • Supports advisor with client follow-up and documentation

This role is NOT

  • A sales position
  • A business development role
  • An advisor-track position

Requirements

  • Active Series 7 and 63 licenses
  • 2+ years in a client service or operations role
  • Strong attention to detail and client communication skills

Benefits

  • Competitive salary (no commission-based pressure)
  • Stable, long-term career path in client service
  • Collaborative team environment
Kestra Financial

About Kestra Financial

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.

Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.

Meet Kestra at KestraFinancial.com.

Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.

Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Austin, TX
Year Founded
Unknown
Website
kestrafinancial.com
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