Account Services Specialist — Precise Client Support
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Customer Service/HelpDesk
Bank Customer Service, Customer Service Rep, HelpDesk/Support, Clerical
Job Description & How to Apply Below
Kestra Financial, Inc. in Austin, TX is seeking a Client Service Specialist to support the Account Services team.
You will process account openings, maintenance requests, asset transfers, and other client transactions with accuracy while ensuring client records are complete and up to date. You will assist advisors, communicate clearly in writing and by phone, and participate in training to learn core servicing processes.
We have an opening for a Account Services Specialist I — Precise Client Support in Austin, TX, United States within Management & Operations.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Austin, TX, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 42.000 - 64.000.
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