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SUMMARY: The Concierge Specialist reports to the Supervisor of Concierge Support. 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:
Candidate must be able to work in a rotating, structured schedule format (shifts listed below)
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
*
SUPEVISORY RESPONSIBILITIES: None
EDUCATION AND/OR EXPERIENCE:
CERTIFICATES, LICENSES, REGISTRATION:
Client Support Specialists that obtain their Series 7 while employed for Kestra will be eligible for a compensation increase.
Job Type: Full-time
Pay: $26.00 - $28.00 per hour
Expected hours: No less than 40 per week
Benefits:
Schedule:
Experience:
License/Certification:
Work Location: In person
Full Time
Investment Management
$38k-50k (estimate)
09/20/2023
07/17/2024
kestrafinancial.com
Austin, TX
200 - 500
Investment Management
The job skills required for Client Services Specialist include Customer Service, Products and Services, Planning, Teamwork, Problem Solving, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Specialist positions, which can be used as a reference in future career path planning. As a Client Services Specialist, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Specialist. You can explore the career advancement for a Client Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Specialist job description and responsibilities
A Client Services Specialist also assists Account Managers to ensure a high level of customer service.
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Build and nurture strong personal relationships with clients.
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Perform other administrative duties as required to build business for clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Specialist jobs
Communicate clearly with customers.
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Know how to close a conversation.
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Build and nurture strong personal relationships with clients.
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Step 3: View the best colleges and universities for Client Services Specialist.