Financial Services Professional I

Kestra Financial is seeking a Client Service Specialist to join their front-line support team. The ideal candidate will be able to serve as the initial point of contact for inbound calls and emails, respond with care and urgency, and provide timely and accurate assistance.

Requirements

• 1–2 years of experience in customer service within financial services, or a related role
• Strong interpersonal skills with a professional, confident phone presence
• Clear written communication and attention to tone and accuracy
• Comfort using technology and learning new systems quickly (Salesforce, AdvisorComplete, Streetscape, Microsoft Office Suite)
• Bachelor’s degree preferred, but equivalent experience will be considered

Benefits

• Full health, vision, dental
• 401(k) plans
• Voluntary plans such as car insurance, legal services