Kestra Financial · 6 hours ago
Client Services Specialist II
Austin, TX
Full-time
Onsite
Entry, Mid Level
2+ years expKestra Financial is a wealth management platform dedicated to empowering independent financial professionals. They are seeking a Client Services Specialist II to provide high-touch service to advisors, staff, and clients, while resolving service requests and ensuring a seamless experience.
BankingConsultingFinanceFinancial Services
Responsibilities
Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care
Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset
Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes
Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape
Document interactions in Salesforce to ensure clarity, consistency, and follow-through
Qualification
Required
2+ years of experience in client service within financial services, banking, or operations
Strong judgment and discretion in navigating complex client needs
A proactive, solution-oriented mindset with a passion for delivering value
Excellent written and verbal communication skills
Ability to build trust and rapport in a fast-paced, professional environment
SIE and Series 7 required (or obtained within 6 months of employment)
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase