Senior Client Service Lead - Financial Services Ops

Bluespring Wealth Partners; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay & benefits package

401(k) plan

Health insurance

Tuition reimbursement

Professional development

Supportive team environment

Job summary

Kestra Financial, Inc. is seeking a Senior Client Service Associate to support the Operations Manager and drive efficient client service. You will leverage excellent customer service, polished communication, and leadership to meet client needs and guide the service team.

This role emphasizes data entry, account servicing, and calendar management, with a focus on confidentiality and professional conduct within a financial advisory environment.

Qualifications

• High School diploma required.
• 5+ years client services experience.
• 5+ years in financial advisory industry.
• Proficiency with MS Outlook, Excel and Word.
• Strong communication, organizational and analytical skills.
• Ability to handle confidential information.

Responsibilities

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

Skills

Client services

Financial advisory industry experience

Communication skills

Phone demeanor

Attention to detail

Organizational skills

Discretion/confidentiality

Critical thinking

Teamwork

Follow written/oral instructions

Professionalism

Education

High School Diploma

Tools

MS Outlook

MS Excel

MS Word

Job description

Kestra Financial, Inc. is seeking a Senior Client Service Associate to support the Operations Manager and drive efficient client service. You will leverage excellent customer service, polished communication, and leadership to meet client needs and guide the service team.

This role emphasizes data entry, account servicing, and calendar management, with a focus on confidentiality and professional conduct within a financial advisory environment.