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Client Onboarding & Account Operations Specialist

Kestra Financial

Kestra Financial, a wealth management platform based in Tempe, Arizona, partners with independent financial professionals to deliver comprehensive securities and investment advisory solutions. We are seeking a Client Service Specialist to join the Account Services team, handling account setup, maintenance, asset transfers, and data integrity with a strong focus on accuracy and service excellence. This role offers growth within a collaborative, client-focused environment. #J-18808-Ljbffr Kestra Financial

Vacancy posted more than 2 months ago

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