Client Service Specialist - Thriving Asset Management
Kestra Financial
Client Service Specialist (licensed - Non‑Sale) reports to and works with the CEO of Thriving Asset Management. Responsibilities Ongoing client servicing and relationship support Handling account maintenance, transfers, paperwork Responding to client inquiries Supporting the lead advisor Serves as a primary point of contact for client service needs Process account opening, transfers, and maintenance Handle client inquiries requiring Series/63 licensing Supports advisor with client follow-up and documentation Not a Sales Position A sales position A business development role An advisor-track position Requirements Active Series 7 and 63 licenses 2+ years in a client service or operations role Strong attention to detail and client communication skills Benefits Competitive salary (no commission-based pressure) Stable, long-term career path in client service Collaborative team environment #J-18808-Ljbffr
Vacancy posted 4 days ago
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