Senior Client Service Associate

Senior Client Service AssociateLead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.What You'll DoData entry (Redtail, eMoney, NDEX)Customer service (answering phones, processing and forwarding requests)Account servicing (generating/processing paperwork)Scanning/FilingCheck deposit and daily blottersPreparing mailings to clientsCalendar management for top level executivesWhat You BringHigh school diploma required.Client services experience required. Min 5 years of experience.Financial advisory industry experience required. Min 5 years of experience.Ability to maintain confidentiality and exercise discretionProficiency in MS Outlook, MS Excel, and MS WordAbility to follow written and oral instructionsExhibit professional phone demeanorIndividual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and writtenAttention to detailCommitment to professionalism, accountability, customer focus, and teamworkUnderstanding and evaluating complex client processes through critical thinkingStrong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Internal Application Policy:Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.Benefits to support you:Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expensesKestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.Explore Life at Kestra