Client Service Representative/Paraplanner Park Place Financial

Kestra Financial; Bellaire (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health and dental insurance

401(k) with match

Profit sharing plan

Discretionary quarterly bonus

Job summary

Kestra Financial is seeking a committed individual to join our Bellaire, Texas practice as a full-time client service professional. The role focuses on maintaining relationships, processing accounts and transactions, and helping clients with access and inquiries while supporting compliance and marketing tasks.

Qualified candidates will have strong communication skills, the ability to prioritize tasks, and a client-focused mindset.

Qualifications

• Bachelor's degree preferred.
• Active 7, 63 and 65, or Series 7 and 66 preferred.
• Texas Insurance License ideal.

Responsibilities

• Maintain ongoing relationships with existing clients.
• Process new account paperwork.
• Process distributions, Roth conversions, and other transactions.
• Respond to client inquiries.
• Schedule meetings with clients.
• Assist clients with website access, password resets, etc
• Prepare for and follow up on client meetings.
• Responsible for meeting compliance requirements.
• Assist with administrative and marketing duties.
• Potential to become a financial advisor.

Skills

Excellent communication

Prioritize tasks

Client service orientation

Outgoing personality

Familiarity with NFS

Education

Bachelor's Degree preferred

Active 7, 63 and 65, or Series 7 and 66 preferred

Texas Insurance License ideal

Tools

NFS

Redtail

Emoney

Job description

We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office.

We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money.

Position Duties and Responsibilities

• Maintain ongoing relationships with existing clients
• Process new account paperwork
• Process distributions, Roth conversions, and other transactions
• Respond to client inquiries
• Scheduling meetings with clients
• Assist clients with website access, password resets, etc
• Prepare for and follow up on client meetings
• Responsible for meeting compliance requirements
• Assist with administrative and marketing duties
• Potential to become a financial advisor

Qualifications

• Bachelor's Degree preferred
• Active 7, 63 and 65, or Series 7 and 66 preferred
• Texas Insurance License ideal
• 3 years or more experience in financial services
• Excellent written and oral communication skills
• Ability to prioritize tasks and meet deadlines
• Strong client service orientation
• Outgoing, friendly personality a plus
• Familiarity with NFS, Redtail, and Emoney a plus

Must be able to pass a background check including fingerprinting.

Compensation

• $50,000 - $75,000 depending upon skill and experience
• Employer pays 100% of employee health and dental
• 401(k) with match
• Profit Sharing Plan
• Discretionary Quarterly Bonus