Senior Client Service Associate

Kestra Holdings; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Collaborative environment

Training and growth opportunities

Job summary

Kestra Holdings is seeking an experienced administrative professional to support client services and financial operations. You will handle paperwork, scanning and filing, check deposits, and prepare client mailings, while managing calendars for senior executives.

The role requires 5+ years in client services within the financial advisory space, plus strong MS Office skills and a disciplined, confidential approach to work. A collaborative, professional environment supports growth.

Qualifications

• Client services experience required, minimum 5 years.
• Financial advisory industry experience required, minimum 5 years.
• Ability to maintain confidentiality and exercise discretion.
• Proficient in MS Outlook, MS Excel, and MS Word.
• Strong organizational, efficiency, and communication skills.

Responsibilities

• 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

Financial services experience

Discretion / confidentiality

Organizational skills

Verbal and written communication

Data analysis with Excel

Tools

MS Outlook

MS Excel

MS Word

Job description

Posted Thursday, July 16, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact.

What You’ll Do

• 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

• Client services experience required . Min 5 years of experience.
• Financial advisory i ndustry experience required . Min 5 years of experience.
• Ability to maintain confidentiality and exercise discretion
• Proficiency in MS Outlook, MS Excel, and MS Word
• Ability to follow written and oral instructions
• Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
• Commitment to professionalism, accountability, customer focus, and teamwork
• Understanding and evaluating complex client processes through critical thinking
• S trong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is 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.

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

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

• 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.