Client Services Specialist I

Kestra • Austin, TX

2d

About The Position

The Client Services Specialist I contributes to the daily operational excellence of Kestra Financial’s Account Services department. The role focuses on accurately and efficiently processing work queues for client account setup, maintenance, and transactions, while maintaining client records and supporting internal and external partners. It is suited to someone with strong attention to detail, a commitment to accuracy, and an interest in building a career in financial services operations.

The specialist learns core account-servicing processes and firm procedures through hands-on experience and training. Over time, the role develops proficiency to support advisors and their staff through written communication, phone, email, and other service interactions, while collaborating with internal teams and participating in cross-training and special projects.

Requirements

• Strong attention to detail, excellent customer service skills, and the ability to multitask.
• Ability to gain industry-related knowledge and to read, analyze, and reconcile financial reports.
• Strong analytical, problem-solving, verbal communication, and written communication skills.
• Proficiency with Microsoft Office products, including Word, Excel, Outlook, Teams, and PowerPoint.
• Ability to operate office equipment such as fax machines, copiers, and multi-line telephone systems.
• Positive attitude.
• Strong organizational skills and ability to manage time effectively to meet deadlines.
• Basic computer proficiency, including Microsoft Office Suite.
• High school diploma required.
• May be required to work overtime as necessary due to heavier volumes.

Nice To Haves

• Financial services industry experience.
• At least 1 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, confirm required documentation is complete, and help resolve paperwork issues and processing exceptions.
• Learn 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 while building 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, and assist with special projects and other assigned responsibilities.

Benefits

• Competitive pay and benefits.
• 401(k).
• Health insurance.
• Supportive, collaborative environment committed to professional excellence.
• Training, development, and long-term growth opportunities within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

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