Client Services Specialist I

Kestra Holdings • Austin, TX

2d

About The Position

The Client Services Specialist I contributes to the daily operational excellence of the Account Services department by accurately and efficiently processing work queues related to client account setup, maintenance, and transactions. The role supports meticulous management of client records and provides high-quality service to internal and external partners. It is suited to someone with strong attention to detail who wants to build a career in financial services operations.

The specialist processes account openings, maintenance requests, asset transfers, distributions, and other transactions; verifies documentation and assists with paperwork issues and processing exceptions; and learns the firm’s account-servicing processes through training and hands-on experience. The role also supports advisors and their staff through written communications and service channels, develops proficiency with phone and email interactions, collaborates with internal teams, participates in cross-training, and assists with special projects and other assigned responsibilities.

Requirements

• Strong attention to detail, excellent customer service skills, and ability to multitask.
• Ability to gain industry-related knowledge and to read, analyze, and reconcile financial reports.
• Strong analytical, problem-solving, and verbal and written communication skills.
• Proficiency with Microsoft Office products, including Word, Excel, Outlook, Teams, and PowerPoint; basic computer proficiency is required.
• Ability to operate office equipment such as fax machines, copiers, and multi-line telephone systems.
• May be required to work overtime as necessary due to heavier volumes.
• Maintain a positive attitude.
• Strong organizational skills and ability to manage time effectively to meet deadlines.
• High school diploma required.
• Financial services industry experience preferred.
• At least one year of experience in an office environment, data entry, or a related administrative role preferred.
• Some college coursework preferred.

Nice To Haves

• Financial services industry experience.
• At least one year of experience in an office environment, data entry, or a related administrative role.
• Some college coursework.

Responsibilities

• Process account openings, account maintenance requests, asset transfers, distributions, and other client account transactions accurately.
• Maintain accurate client records, ensure required documentation is complete, and assist in resolving paperwork issues and processing exceptions.
• Learn core account-servicing processes, firm procedures, and financial services operations through hands-on experience and training.
• Use available tools and resources to research requests, follow established procedures, and support efficient processing.
• Support advisors and their staff through written communication and service channels, developing the skills to handle more complex inquiries.
• Develop knowledge and proficiency to support advisors through phone, email, and other service interactions.
• Collaborate with internal teams, participate in cross-training opportunities, and assist with special projects and other assigned responsibilities.

What This Job Offers

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