Description
Kestra Financial is hiring a Client Service Associate for its high-performing Concierge team. The role serves as the first point of contact for advisors, staff, and clients; resolves service requests; handles complex situations with cross-department collaboration; supports users of AdvisorComplete and Wealthscape; and documents interactions in Salesforce. Candidates need at least two years of client service experience in financial services, banking, or operations, along with sound judgment, discretion, communication, relationship-building, and a proactive, solutions-oriented approach. The posting mentions health insurance, 401(k), training and development, tuition reimbursement, and long-term growth opportunities.
