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Senior Client Services Leader, Financial Advisory
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-24
Listing for:
Bluespring Wealth Partners, LLC
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Kestra Financial, Inc. is seeking an experienced administrative professional to support our client services team in Dallas.
The role focuses on account servicing, paperwork processing, and accurate documentation to help clients navigate financial decisions. The ideal candidate has at least five years in client services within the financial advisory industry, strong organizational skills, and proficiency with MS Outlook, Excel and Word.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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