Advisor Onboarding & Transitions Specialist
Kestra Financial
A leading financial services firm located in Austin, Texas, is seeking an Onboarding Operations Specialist to serve as the introductory voice for transitioning clients. The role involves processing new accounts, troubleshooting paperwork issues, and educating representatives on operational procedures. The ideal candidate will have over 2 years of experience in client support, possess a high school diploma, and exhibit strong customer service skills. This position offers competitive compensation and a supportive work environment. #J-18808-Ljbffr Kestra Financial
Vacancy posted 3 days ago
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