Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA
Kestra Financial Independent Advisor
Palo Alto, CA
Apply
JOB DETAILS
SALARY
$85,000–$95,000
SKILLS
Asset Management, Business Development, Communication Skills, Customer Relations, Customer Service Operations, Customer Support/Service, Detail Oriented, Documentation, Financial Services, Licensing, Resolve Customer Issues, Revenue/Sales Reporting, Sales, Series 7, Team Player
LOCATION
Palo Alto, CA
POSTED
30+ days ago
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
About the Company
K
Kestra Financial Independent Advisor
Similar Job Searches
Client Services Manager Jobs in Palo Alto, CAClient Manager Jobs in Palo Alto, CADirector Of Client Services Jobs in Palo Alto, CAClient Associate Jobs in Palo Alto, CAClient Service Associate Jobs in Stanford, CAClient Service Associate Jobs in Redwood City, CAClient Service Associate Jobs in Sunnyvale, CAClient Service Associate Jobs in Fremont, CA