Client Services Specialist
Company: Kestra Financial
Location: Austin
Posted on: May 28, 2023
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Job Description:
ABOUT US:Come join the dynamic team at Kestra Financial! Kestra
Financial provides a leading independent advisor platform that
empowers sophisticated, independent financial professionals,
including traditional and hybrid RIAs, to prosper, grow, and
provide superior client service. With a culture rich in reinvention
and advisor advocacy, Kestra Financial has developed integrated
business management technology that, combined with its personalized
consulting services, offers exceptional scale and efficiency.
Kestra Financial supports independent financial advisors in
delivering comprehensive securities and investment advisory
services to their clients.The Concierge Specialist reports to the
Supervisor of Concierge Support. The Concierge Team is the voice of
Kestra Financial and the primary contact for all operational needs
of our clients, leading independent financial advisors and their
support staff.Members of the Concierge Team will:--- Empower
advisor success through reinvention, advocacy, and integrity---
Become experts on our operational systems including AdvisorComplete
and Streetscape--- Form trusted relationships with our firms--- Act
as liaisons between our firms and other members of the service
team--- Work closely with our partners at our custodian, NFS---
Strive to provide complete resolutions and effortless experiences
for our clients--- Facilitate training needs, application
improvements, and process improvements--- Candidate must be able to
work in a rotating, structured schedule format (shifts listed
below)Monday - Thursday: 7 am - 4 pm, 8 am - 5 pm, 9 am - 6
pmFriday: 7 am - 4 pm, 8 am - 5 pmESSENTIAL DUTIES AND
RESPONSIBILITIES: To perform this job successfully, individual must
be able to perform each essential duty satisfactorily:--- Work in a
small team environment to assist Kestra advisors and staff in
navigating our systems, products and services--- Assist advisors
and their staff with questions regarding operational policies and
procedures via phone and email queues--- Partner with service team
members to ensure a seamless and effortless client experience---
Take approximately 25 to 40 inbound calls per day--- Respond to
approximately 10 inbound emails per day--- Maintain log of
communication with field, custodians, and vendors via Salesforce---
Respond to inquiries regarding the following:--- Account
Servicing--- Kestra Financial Website--- Cost Basis/Account
Transactions--- Transfer of Assets Status--- Retirement Plans---
Demonstrate energy, empathy, and problem-solving skills--- Requires
demonstration of professionalism, accountability, customer/client
focus, and teamwork--- Proactively consult with Investment Advisors
and their staff through knowledge sharing, efficiency training and
education in order to help them manage and grow their business---
Collaborate with other support and processing departments to
resolve complex inquiriesKNOWLEDGE, SKILLS, AND/OR ABILITIES:---
Demonstrated passion for service and financial markets; strong
client-focus and the desire to build relationships during each
interaction--- Able to use active listening skills and focus on
non-verbal cues to better understand the client's needs and
motivations; able to empathize with others' needs and respond
sensitively; able to use good judgment when responding, and take
action in order to successfully meet the client's objectives---
Able to quickly learn new technology and utilize a variety of
systems in order to proactively identify solutions to our firm's
needs--- Strong analytical skills and attention to detail in order
to adhere to policies, procedures and guidelines--- Proven work
ethic with a high level of integrity to build trust with our
clients and colleagues--- Strong communication and interpersonal
skills, especially the ability to listen and explain complicated
subjectSUPEVISORY RESPONSIBILITIES: NoneEDUCATION AND/OR
EXPERIENCE:--- Two or more years in brokerage/financial services,
banking, operations and client support--- Retirement Planning
certifications a plus--- High school diploma/GED required---
College degree preferredCERTIFICATES, LICENSES, REGISTRATION:---
Series 7 license required; may be obtained within 90 days of
hireBENEFITSFull health, vision, dental. 401(k) plans along with a
host of voluntary plans such as car insurance, legal services and
more.DISCLOSUREBy applying to a job at Kestra Financial, Inc., you
are agreeing to the following statements:--- You acknowledge that
if hired, Kestra Financial, Inc. may, obtain and use background
information concerning your credit, character, general reputation,
personal characteristics, work habits, performance and experience
for evaluation for your potential employment.--- It is the policy
of Kestra Financial to ensure equal employment opportunity without
discrimination or harassment on the basis of race, color, religion,
sex, sexual orientation, gender, identity or expression, age,
disability, marital status, citizenship, national origin, genetic
information, or any other characteristic protected by law. Kestra
Financial prohibits any such discrimination or harassment.
Keywords: Kestra Financial, Austin , Client Services Specialist, Other , Austin, Texas
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