Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA
Kestra Financial Independent Advisor
Job Description
Job Description
Client Service Specialist 5+ years of experience (licensed preferred but not required) Non -Sale and reports to and works with the CEO and Founder of Thriving Asset Management
- 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
This role is NOT
- A sales position
- A business development role
- An advisor-track position
Requirements
- Active Series 7 and 63 licenses (preferred but not required)
- 5+ years of experience in a client service or operations role in financial services
- Strong attention to detail and client communication skills
Benefits
- Competitive salary 85-95K based on experience (no commission-based pressure) including benefits (health and retirement)
- Stable, long-term career path in client service
- Collaborative team environment
Vacancy posted a month ago
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