Financial Advisory - Client Services Associate

Kestra • Dallas, TX

3d • Onsite

About The Position

The Client Services Representative is responsible for client services and administrative tasks. This role involves data entry into various financial software, customer service including answering phones and processing requests, account servicing by generating and processing paperwork, scanning and filing documents, managing daily blotters and check deposits, preparing client mailings, and calendar management for top-level executives.

Requirements

• High School diploma required.
• Client services experience required. Min 5 years of experience.
• 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
• Good organizational skills, efficiency skills, and communication skills, both verbal and written
• Attention to detail
• Commitment to professionalism, accountability, customer focus, and teamwork
• 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.

Responsibilities

• Data entry (Redtail, Riskalyze, eMoney, NDEX)
• Customer service (answering phones, processing and forwarding requests)
• Account Servicing (generating/processing paperwork)
• Scanning/Filing (Laserfiche)
• Check deposit and daily blotters
• Preparing mailings to clients
• Calendar management for top level executives

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED