About the Job. Account Services Specialist I. As the Account Services Specialist I, you will report to a Supervisor in Account Services. You will establish several account and product types, focusing on non-Advisory and Advisory brokerage accounts. You will use different tools to maintain client accounts while providing customer service to our advisors and their staff. RESPONSIBILITIES. Enter new account data into AdvisorComplete℠. Answer questio...
About the Job. Account Services Specialist I. As the Account Services Specialist I, you will report to a Supervisor in Account Services. You will establish several account and product types, focusing on non-Advisory and Advisory brokerage accounts. You will use different tools to maintain client accounts while providing customer service to our advisors and their staff. RESPONSIBILITIES. Enter new account data into AdvisorComplete℠. Answer questio...
Kestra Investment Management is a firm within Kestra Holdings, which has been supporting financial advisors for over 20 years. Kestra Investment Management help support and grow the firm’s investment offerings by providing timely market commentary, a broad suite of investment solutions and expertise that is dedicated to our financial professionals and their clients. The Investment Specialist role is within the Kestra Investment Management (KIM) d...
Kestra Investment Management (KIM) provides a broad range of sophisticated investment solutions, researches market and economic trends, and communicates our views with advisors, clients and the public. Established in 2021 and headquartered in Austin, Texas, KIM is a rapidly growing, innovative team focused on supporting financial professionals and their clients. The team currently manages assets exceeding $1 billion. The Head of Marketing for Kes...
