Senior Client Services & Ops Lead - Financial Planning

Kestra Financial; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Kestra Financial in San Antonio, Texas, is seeking a Senior Client Service Associate to enhance operational efficiency and client relationships. Key responsibilities include managing daily operations, overseeing the client service team, and ensuring compliance. The ideal candidate has 5+ years in financial services, excellent communication skills, and advanced Microsoft Office proficiency. This role involves problem-solving, relationship building, and mentoring staff. The company offers a dynamic environment focused on growth and client satisfaction.

Qualifications

• 5+ years of experience in financial services with understanding of broker-dealer operations.
• Experience within an independent financial planning firm is highly desirable.
• Previous management or leadership experience is a plus.

Responsibilities

• Oversee daily firm operations and manage support staff responsibilities.
• Serve as primary point of contact for clients regarding service requests.
• Maintain and update the CRM database to ensure accurate records.
• Identify opportunities to streamline operations and improve efficiency.

Skills

Leadership and problem-solving skills

Excellent communication skills

Advanced proficiency in Microsoft Office Suite

High level of organization and time management

Relationship-building abilities

Proactive problem-solving

Education

Bachelor's degree in a business-related field

Tools

Microsoft Office Suite

Financial planning and reporting software

Job description

Kestra Financial in San Antonio, Texas, is seeking a Senior Client Service Associate to enhance operational efficiency and client relationships. Key responsibilities include managing daily operations, overseeing the client service team, and ensuring compliance. The ideal candidate has 5+ years in financial services, excellent communication skills, and advanced Microsoft Office proficiency. This role involves problem-solving, relationship building, and mentoring staff. The company offers a dynamic environment focused on growth and client satisfaction.