Advisor Services Case Resolution Lead
Kestra Holdings
Kestra Holdings is seeking a Client Service Case Manager to own end-to-end resolution of escalated service requests, partnering with internal teams and financial advisors to drive timely outcomes. The role requires strong communication, proactive updates, and ownership of the case lifecycle across multiple departments with adherence to SLAs. Ideal candidates bring 3+ years in client service or wealth management and hold SIE/Series 7 within a year; FINRA Series 24 is a plus. #J-18808-Ljbffr Kestra Holdings
Vacancy posted 1 day ago
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