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.
• Highly organized and detail-oriented.
• Sherman’s 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.

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

Kestra 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
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure
By 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.