Account Services Specialist I — Precise Client Support

Kestra Financial, Inc.; Austin (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Kestra Financial, Inc. in Austin, TX is seeking a Client Service Specialist to support the Account Services team.

You will process account openings, maintenance requests, asset transfers, and other client transactions with accuracy while ensuring client records are complete and up to date. You will assist advisors, communicate clearly in writing and by phone, and participate in training to learn core servicing processes.

Qualifications

• Strong attention to detail and customer service with multi-tasking.
• Ability to read, analyze, and reconcile financial reports.
• Analytical, problem-solving, and communication skills.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams, PowerPoint).
• Overtime may be required during heavy volumes.

Responsibilities

• Process account openings, maintenance, asset transfers, distributions, and other transactions.
• Maintain accurate client records and resolve paperwork issues.
• Learn core account servicing processes through hands-on training.
• Research requests and follow procedures to support efficient processing.
• Provide support to advisors via written and service channels.
• Collaborate with internal teams and assist with special projects.

Skills

Attention to detail

Customer service

Multi-tasking

Analytical skills

Written communication

MS Office

Verbal communication

Education

High school diploma

Some college coursework

Tools

Microsoft Office

Phone systems

Job description

Kestra Financial, Inc. in Austin, TX is seeking a Client Service Specialist to support the Account Services team.

You will process account openings, maintenance requests, asset transfers, and other client transactions with accuracy while ensuring client records are complete and up to date. You will assist advisors, communicate clearly in writing and by phone, and participate in training to learn core servicing processes.