Client Service Specialist II

Join the dynamic team at Kestra Financial and grow your career where ambition meets real impact. As a Senior Client Service Associate, you will oversee and resolve complex processing challenges, serve as an informal leader and mentor to junior team members, and drive solutions that enhance our service delivery and operational efficiency.

Requirements

• 3-7 years of progressive experience in brokerage/financial services operations and client support
• Advanced problem-solving & strategic thinking
• Exceptional communication & influence
• Informal leadership & mentorship
• High autonomy & proactivity
• Technical mastery
• Client-centric & service excellence

Benefits

• Full health, vision, dental
• 401(k) plans
• Car insurance
• Legal services