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Client Service Specialist - Thriving Asset Management at Kestra Financial Independent Advisor

Half Moon Bay, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

0.0

Posted On

17 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Maintenance, Account Transfers, Client Communication, Documentation, Series 7 License, Series 63 License, Attention To Detail, Relationship Support

Industry

Financial Services

Description

Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO 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 Active Series 7 and 63 licenses 2+ years in a client service or operations role Strong attention to detail and client communication skills Competitive salary (no commission-based pressure) Stable, long-term career path in client service Collaborative team environment

Responsibilities

The Client Service Specialist will manage ongoing client servicing, account maintenance, and transfers while serving as the primary point of contact. They will also support the lead advisor with client inquiries, documentation, and follow-up tasks.