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Senior Client Support Specialist

Kestra Financial
Austin, TX
  • Expired: September 01, 2022. Applications are no longer accepted.

As the Senior Client Support Specialist (Senior Concierge Specialist) you will report to the Supervisor of Concierge Support. You will be the voice of Kestra Financial and the primary contact for all operational needs of our clients, leading independent financial advisors and their support staff. As a member of our Concierge Team you will empower advisor success and become an expert on our operational systems striving to provide complete resolutions and effortless experiences for our clients.

RESPONSIBILITIES: 

  • Work in a small team environment to assist Kestra advisors and staff in navigating our systems, products, and services.
  • Become experts on our operational systems including AdvisorComplete and Streetscape.
  • Facilitate training needs, application improvements, and process improvements.
  • Work closely with our partners at our custodian, NFS.
  • Assist advisors and their staff with questions regarding operational policies and procedures via phone and email queues.
  • Partner with service team members to ensure a seamless and effortless client experience
  • Stand-in when Supervisor absent.
  • Assist with training of new hires.
  • Resource for fellow concierge team members.
  • Take approximately 25 to 40 inbound calls per day.
  • Respond to approximately 10 inbound emails per day.
  • Maintain log of communication with field, custodians, and vendors via Salesforce.
  • Respond to inquiries regarding the following:
    • Account Servicing.
    • Kestra Financial Website.
    • Cost Basis/Account Transactions.
    • Transfer of Assets Status.
    • Retirement Plans.
  • Demonstrate energy, empathy, and problem-solving skills.
  • Requires demonstration of professionalism, accountability, customer/client focus, and teamwork.
  • Proactively consult with Investment Advisors and their staff through knowledge sharing, efficiency training and education in order to help them manage and grow their business.
  • Collaborate with other support and processing departments to resolve complex inquiries.
  • Candidate must be able to work in a rotating, structured schedule format.
    • Monday - Friday: Shifts are 8 hours and start as early as 7:00 am and end as late as 6:30 pm

KNOWLEDGE AND SKILLS,: 

  • Demonstrated passion for service and financial markets; strong client-focus and the desire to build relationships during each interaction.
  • Able to quickly learn new technology and utilize a variety of systems in order to proactively identify solutions to our firm's needs.
  • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
  • Proven work ethic with a high level of integrity to build trust with our clients and colleagues.
  • Strong communication and interpersonal skills, especially the ability to listen and explain complicated subject.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND EXPERIENCE:

  • Two or more years in brokerage/financial services, banking, operations and/or client support
  • High school diploma/GED required
  • College degree beneficial.

CERTIFICATIONS, LICENSES, REGISTRATIONS:

  • Series 7 license required; may be obtained within 90 days of hire
  • Retirement planning certifications beneficial.

BENEFITS

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

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.
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Kestra Financial

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Austin, TX
USA
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