Senior Client Service Associate

Data entry

• Redtail
• eMoney
• NDEX

Customer service

• answering phones
• processing and forwarding requests

Account Servicing

• generating paperwork
• processing paperwork

Scanning/Filing

• scanning
• filing

Check deposit and daily blotters

• deposit checks
• review daily blotters

Preparing mailings to clients

• prepare mailings

Calendar management

• manage calendars for top level executives

What You Bring

• High 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 discretion
• Proficiency in MS Outlook, MS Excel, and MS Word
• Ability to follow written and oral instructions
• Exhibit professional phone demeanor
• Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
• Attention to detail
• Commitment to professionalism, accountability, customer focus, and teamwork
• Understanding and evaluating complex client processes through critical thinking
• Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required

Diversity, Equity, Inclusion, and Accessibility Statement

Kestra Financial, Inc. is committed to fostering an inclusive environment where all employees and applicants receive fair treatment and have equal opportunities. We prohibit discrimination and harassment based on 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.