Senior Client Services & Ops Lead - Financial Planning
Kestra Financial
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. #J-18808-Ljbffr Kestra Financial
Vacancy posted 3 days ago
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