Senior Onboarding & Client Operations Specialist

Kestra Financial; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Kestra Financial in Austin, Texas is hiring a Senior Client Service Associate to oversee complex processing challenges related to client accounts. This role involves mentoring colleagues, resolving intricate issues, and ensuring exceptional service through advanced phone and Salesforce case management.

The ideal candidate should possess 3-7 years in brokerage operations, advanced problem-solving skills, and the ability to influence outcomes. The position offers competitive pay, professional growth opportunities, and a supportive work environment.

Qualifications

• 3–7 years of experience in brokerage/financial services operations.
• Ability to analyze complex situations and develop long-term solutions.
• Proactive in identifying potential issues and driving solutions.

Responsibilities

• Lead issue resolution as a primary expert across processing functions.
• Manage high-priority inquiries requiring cross-functional coordination.
• Mentor junior staff and foster their development.

Skills

Advanced problem-solving

Exceptional communication

Technical mastery of Salesforce

Client-centric service excellence

Education

Bachelor’s degree in Finance or Business Administration

Tools

Salesforce

Microsoft Office Suite

Job description

Kestra Financial in Austin, Texas is hiring a Senior Client Service Associate to oversee complex processing challenges related to client accounts. This role involves mentoring colleagues, resolving intricate issues, and ensuring exceptional service through advanced phone and Salesforce case management.

The ideal candidate should possess 3-7 years in brokerage operations, advanced problem-solving skills, and the ability to influence outcomes. The position offers competitive pay, professional growth opportunities, and a supportive work environment.