Financial Services Professional I

Join our dynamic team at Kestra Financial and empower sophisticated, independent financial professionals to prosper, grow, and provide superior client service.

Requirements

• Serve as the initial point of contact for inbound calls and emails from advisors, staff, and clients
• Answer approximately 40-45 calls and 10-15 emails per day, ensuring timely and accurate assistance
• Log and track client communication and activities in Salesforce
• Educate and guide clients through operational processes, system navigation, and procedural requirements
• Collaborate with peers and support departments to resolve inquiries and improve overall client experience
• Maintain structured work schedules between 7:00 AM – 6:30 PM, Monday through Friday, with shift flexibility
• Deliver consistent, accurate, and empathetic service
• Provide support aligned with departmental goals for service levels, quality, and client satisfaction

Benefits

• Full health, vision, dental
• 401(k) plans
• Voluntary plans such as car insurance, legal services