Advisor Operations Specialist: Managed Accounts Platform

Kestra PWS; Austin (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Collaborative environment

Growth & training opportunities

Supportive team

Job summary

Kestra Financial is seeking an Advisory Operations Specialist to support managed accounts and our AdvisorEnterprise platform. You will serve as the primary operational contact, handling advisor inquiries by phone and email, while ensuring policy compliance and accurate processing of service requests.

You will train advisors on platforms, collaborate with Envestnet, and maintain meticulous records within Salesforce and other custodial sites.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Experience in financial services a plus.
• Strong communication and organizational skills.

Responsibilities

• Serve as operational contact for managed accounts and AdvisorEnterprise.
• Assist advisors and staff with questions via phone and email queues.
• Train advisors on platforms, emphasizing Envestnet.
• Maintain logs of communications and ensure compliance of requests.
• Back up Operations by processing new accounts and maintenance items.

Skills

Call center

Microsoft Office

Written communication

Verbal communication

Organizational skills

Multi-tasking

Customer service

Education

High School diploma

Bachelor's degree or equivalent

Tools

AdvisorComplete

Envestnet

Salesforce

Laserfiche

Wealthscape

Job description

Kestra Financial is seeking an Advisory Operations Specialist to support managed accounts and our AdvisorEnterprise platform. You will serve as the primary operational contact, handling advisor inquiries by phone and email, while ensuring policy compliance and accurate processing of service requests.

You will train advisors on platforms, collaborate with Envestnet, and maintain meticulous records within Salesforce and other custodial sites.