Senior Client Service Associate

Kestra Financial; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional growth opportunities

Job summary

Kestra Financial is seeking a Senior Client Service Associate in Dallas to support client service operations. You will leverage your customer service skills, communication, and leadership to meet client needs and guide the service team.

You will handle data entry, account servicing, and calendar management, while maintaining confidentiality and professionalism in a fast-paced financial advisory environment.

Qualifications

• High School diploma required.
• Client services experience required. Min 5 years.
• Financial advisory industry experience required. Min 5 years.
• Ability to maintain confidentiality and exercise discretion.
• Proficiency in MS Outlook, MS Excel, and MS Word.
• Ability to follow written and oral instructions.
• Exhibit professional phone demeanor.
• Good organizational, efficiency, and communication skills, both verbal and written.
• Attention to detail.
• Commitment to professionalism, accountability, customer focus, and teamwork.
• Understanding and evaluating complex client processes through critical thinking.
• Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis required.

Responsibilities

• Data entry (Redtail, eMoney, NDEX)
• Customer service (answering phones, processing and forwarding requests)
• Account Servicing (generating/processing paperwork)
• Scanning/Filing
• Check deposit and daily blotters
• Preparing mailings to clients
• Calendar management for top level executives

Skills

Client services experience

Communication skills

Leadership

Education

High School diploma

Tools

MS Outlook

MS Excel

MS Word

Job description

Senior Client Service Associate

Lead with Purpose. Partner with Impact.

The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager’s time as efficiently as possible. You will use your excellent customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.

What You’ll Do

• Data entry (Redtail, eMoney, NDEX)
• Customer service (answering phones, processing and forwarding requests)
• Account Servicing (generating/processing paperwork)
• Scanning/Filing
• Check deposit and daily blotters
• Preparing mailings to clients
• Calendar management for top level executives

What You Bring

• High School diploma required.
• Client services experience required. Min 5 years.
• Financial advisory industry experience required. Min 5 years.
• Ability to maintain confidentiality and exercise discretion.
• Proficiency in MS Outlook, MS Excel, and MS Word.
• Ability to follow written and oral instructions.
• Exhibit professional phone demeanor.
• Good organizational, efficiency, and communication skills, both verbal and written.
• Attention to detail.
• Commitment to professionalism, accountability, customer focus, and teamwork.
• Understanding and evaluating complex client processes through critical thinking.
• Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis required.
• Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.