Client Service Specialist - Thriving Asset Management
Kestra Financial Independent AdvisorHalf Moon Bay, CA
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management
- Ongoing client servicing and relationship support
- Handling account maintenance, transfers, paperwork
- Responding to client inquiries
- Supporting the lead advisor
- Serves as a primary point of contact for client service needs
- Process account opening, transfers and maintenance
- Handle client inquiries requiring Series /63 licensing
- Supports advisor with client follow-up and documentation
This role is NOT
- A sales position
- A business development role
- An advisor-track position
Requirements
- Active Series 7 and 63 licenses
- 2+ years in a client service or operations role
- Strong attention to detail and client communication skills
Benefits
- Competitive salary (no commission-based pressure)
- Stable, long-term career path in client service
- Collaborative team environment
Automate your job search with Sonara.
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FAQs About Client Service Specialist - Thriving Asset Management Jobs at Kestra Financial Independent Advisor
What is the work location for this position at Kestra Financial Independent Advisor?
This job at Kestra Financial Independent Advisor is located in Half Moon Bay, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Kestra Financial Independent Advisor?
Employer has not shared pay details for this role.
What employment applies to this position at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor lists this role as a Full-time position.
What experience level is required for this role at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Kestra Financial Independent Advisor for this role?
Kestra Financial Independent Advisor offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Kestra Financial Independent Advisor?
You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.