Client Service Specialist - Thriving Asset Management
Job in
Half Moon Bay, San Mateo County, California, 94019, USA
Listed on 2026-07-01
Listing for:
Kestra Financial
Commission-based only
position Listed on 2026-07-01
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, Customer Success Mgr./ CSM, Bilingual
Job Description & How to Apply Below
Client Service Specialist (licensed - Non‑Sale) reports to and works with the CEO of Thriving Asset Management.
Responsibilities- Ongoing client servicing and relationship support
- Handling account maintenance, transfers, paperwork
- Responding to client inquiries
- Supporting the lead advisor
- Serves as a primary point of contact for client service needs
- Process account opening, transfers, and maintenance
- Handle client inquiries requiring Series/63 licensing
- Supports advisor with client follow-up and documentation
- A sales position
- A business development role
- An advisor-track position
- Active Series 7 and 63 licenses
- 2+ years in a client service or operations role
- Strong attention to detail and client communication skills
- Competitive salary (no commission-based pressure)
- Stable, long-term career path in client service
- Collaborative team environment
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