Advisor Operations Specialist: Managed Accounts Platform
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-30
Listing for:
Kestra PWS
Full Time
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Kestra Financial is seeking an Advisory Operations Specialist to support managed accounts and our Advisor Enterprise platform. You will serve as the primary operational contact, handling advisor inquiries by phone and email, while ensuring policy compliance and accurate processing of service requests.
You will train advisors on platforms, collaborate with Envestnet, and maintain meticulous records within Salesforce and other custodial sites.
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