Senior Client Service Lead — Financial Operations & Support

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

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.