Client Service Coordinator
Kestra Financial Independent AdvisorRaleigh, North Carolina, United States
Posted August 1, 2023
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
The Client Service Coordinator provides superior client experience by utilizing excellent customer service, attention to detail, and time management skills.
Requirements
- Basic computer skills (Outlook, Word, Excel and Power Point) are essential
- Strong administrative and time management skills with superior attention to detail
- Excellent communication skills, both verbally and in writing
- CRM knowledge a plus
Benefits
- Competitive pay
- Time off
- Retirement plan
