Senior Onboarding Ops Lead — Complex Account Processing

Kestra PWS; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Job summary

Kestra PWS is seeking a Senior Onboarding Operations Specialist III in Austin, Texas. In this role, you'll lead complex processing and issue resolution while serving as a key point of contact for client and advisor needs. Your expertise in brokerage operations will contribute to exceptional client service and operational excellence.

The ideal candidate has a bachelor’s degree, 3-7 years in financial services, and strong problem-solving skills. Join us to help advisors thrive and make an impact in financial independence.

Qualifications

• High school diploma/GED required.
• 3-7 years of experience in financial services.
• Ability to analyze complex situations.

Responsibilities

• Lead complex processing and issue resolution.
• Manage high-priority phone and email queues.
• Mentor junior client service specialists.

Skills

Problem-Solving

Communication

Mentorship

Technical Proficiency

Education

Bachelor's degree in Finance or Business Administration

Tools

Salesforce

Microsoft Office Suite

Job description

Kestra PWS is seeking a Senior Onboarding Operations Specialist III in Austin, Texas. In this role, you'll lead complex processing and issue resolution while serving as a key point of contact for client and advisor needs. Your expertise in brokerage operations will contribute to exceptional client service and operational excellence.

The ideal candidate has a bachelor’s degree, 3-7 years in financial services, and strong problem-solving skills. Join us to help advisors thrive and make an impact in financial independence.