Senior Client Services Leader, Financial Advisory

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

Benefits offered by this job

401(k)

Health insurance

Growth opportunities

Supportive environment

Job summary

Kestra Financial, Inc. is seeking an experienced administrative professional to support our client services team in Dallas.

The role focuses on account servicing, paperwork processing, and accurate documentation to help clients navigate financial decisions. The ideal candidate has at least five years in client services within the financial advisory industry, strong organizational skills, and proficiency with MS Outlook, Excel and Word.

Qualifications

• 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.
• Follow written and oral instructions; strong organizational skills.
• Professionalism, accountability, customer focus, and teamwork.
• Strong analytical thinking for complex client processes.

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

Discretion/Confidentiality

Organizational skills

Written and verbal communication

Teamwork

Professionalism

Critical thinking

Tools

MS Outlook

MS Excel

MS Word

Job description

Kestra Financial, Inc. is seeking an experienced administrative professional to support our client services team in Dallas.

The role focuses on account servicing, paperwork processing, and accurate documentation to help clients navigate financial decisions. The ideal candidate has at least five years in client services within the financial advisory industry, strong organizational skills, and proficiency with MS Outlook, Excel and Word.