Onboarding Operations Specialist

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. We empower advisors to grow their businesses and deliver exceptional client service.

Requirements

• 2+ years in brokerage/financial services, banking, operations and client support
• High school diploma/GED required
• College degree useful
• Familiarity with fax machines, copiers, and multi-line telephone systems
• Can gain industry-related knowledge
• Customer Service
• Active Listening practices
• Informative presentations and trainings
• Certifications

Benefits

• Competitive pay and benefits
• 401(k)
• Health insurance
• Competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses