Licensed Client Services Specialist; Non-Sales
Job in
Half Moon Bay, San Mateo County, California, 94019, USA
Listed on 2026-07-01
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-01
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager, HelpDesk/Support
Job Description & How to Apply Below
Kestra Financial is seeking a Client Service Specialist (licensed - Non‑Sale) to provide ongoing client servicing and relationship support. This role reports to and works with the CEO of Thriving Asset Management.
The ideal candidate will have active Series 7 and 63 licenses, along with 2+ years in a client service role. Responsibilities include handling account maintenance and client inquiries in a collaborative team environment.
Enjoy a competitive salary with a stable career path in client service, with no commission pressure.
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