Client Services Concierge

ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

The Client Service Concierge reports to the Supervisor, Concierge. The Concierge Team is the voice of Kestra Financial and the primary contact for all operational needs of our clients, leading independent financial advisors and their support staff. Members of the Concierge Team will:

WHAT YOU'LL DO:

• Be the voice of Kestra for our financial advisors and their teams
• Take ~35–40 inbound calls per day and resolve a wide range of service questions
• Partner across departments to deliver a seamless experience
• Guide advisors through systems, tools, and processes (including AdvisorComplete, Streetscape, and our internal platforms)
• Log interactions in Salesforce and follow up on escalated issues
• Collaborate with custodians and vendors to find resolutions quickly

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Demonstrated passion for service and financial markets; strong client focus and the desire to build relationships during each interaction
• Able to use active listening skills and focus on non-verbal cues to better understand the client’s needs and motivations; able to empathize with others' needs and respond sensitively; able to use good judgment when responding, and take action in order to successfully meet the client’s objectives
• Able to quickly learn new technology and utilize a variety of systems in order to proactively identify solutions to our firm’s needs
• Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines
• Proven work ethic with a high level of integrity to build trust with our clients and colleagues
• Strong communication and interpersonal skills, especially the ability to listen and explain a complicated subject

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

• Two or more years in brokerage/financial services, banking, operations and client support
• Retirement Planning certifications a plus
• High school diploma/GED required
• College degree preferred

CERTIFICATES, LICENSES, REGISTRATION:

• Series 7 license preferred. Candidates who hold an active Series 7 license are eligible for a higher compensation structure
• Concierge Specialists who obtain their Series 7 while employed for Kestra will be eligible for a compensation increase

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• The position is located in the Austin, TX office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.