Client Services Associate — Financial Operations

Kestra Financial; Austin (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Kestra Financial in Austin seeks a Client Service Specialist to support the Account Services team. You will process account openings, maintenance, asset transfers, and other client transactions with precision, ensuring complete documentation.

You will maintain client records, assist advisors and staff via email and phone, and collaborate with internal teams on special projects. This role values detail, reliability, and a path to growth in financial services operations.

Qualifications

• Financial services industry experience preferred.
• 1+ years of experience in an office environment, data entry, or a related administrative role is preferred.
• High school diploma required; some college coursework preferred.
• Strong organizational skills and ability to manage time effectively to meet deadlines.
• Basic computer proficiency, including Microsoft Office Suite.

Responsibilities

• Process account openings, account maintenance requests, asset transfers, distributions, and other client account transactions with accuracy and attention to detail.
• 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.
• Utilize available tools and resources to research requests, follow established procedures, and support efficient processing.
• Provide support to advisors and their staff through written communication and service channels while developing the skills needed to handle more complex inquiries.
• Grow knowledge and proficiency over time 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.]

Skills

Attention to detail

Customer service

Multitasking

Analytical

Problem solving

Communication

Microsoft Office Suite

Office equipment operation

Overtime flexibility

Positive attitude

Education

High school diploma

Some college coursework

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

Kestra Financial in Austin seeks a Client Service Specialist to support the Account Services team. You will process account openings, maintenance, asset transfers, and other client transactions with precision, ensuring complete documentation.

You will maintain client records, assist advisors and staff via email and phone, and collaborate with internal teams on special projects. This role values detail, reliability, and a path to growth in financial services operations.