Director of First Impressions and Client Service Coordinator

What You'll Do

• Greet clients and visitors warmly and professionally.
• Serve as clients’ trusted point of contact, ensuring they feel welcomed, valued, and understood.
• Manage client needs: processing account activities, providing time-sensitive information and education, and resolving problems promptly and accurately while ensuring documentation and record keeping adhere to compliance standards.
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, appointment scheduling, and post-meeting documentation.
• Successfully partner with Broker Dealer & Investment Partners for new account establishment, maintenance, and compliance.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

What You Bring

• People focused with excellent verbal and written communication skills.
• Ability to build solid and trusting relationships.
• Self-motivated with sound judgment, operating without the need for direct control.
• Hightly organized and detail-oriented.
• Sherms Industry Essentials® (SIE®) Exam preferred.
• A bachelor’s or associate’s degree in a business-related field is preferred.
• Previous experience with financial services and/or client services is preferred.

Qualifications

Salary commensurate with experience
Flexible scheduling and ability to work remotely when needed
Bluespring associated benefits
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)
Health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses

Skills

Securities Industry Essentials® (SIE®) Exam preferred
A bachelor’s or associate’s degree in a business-related field is preferred.
Previous experience with financial services and/or client services is preferred.

Benefits

Kestra Financial offers a range of benefits to support its employees, including:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• Health insurance
• A competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Pay

Salary commensurate with experience

Schedule

Fully remote and flexible scheduling is available