Financial Operations & Client Experience Specialist
Listed on 2026-10-19
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Finance & Banking
Banking & Finance, Business Administration, Finance Assistant
Hughes Financial Services LLC seeks an organized operations assistant to support leadership and ensure a seamless client experience. The role focuses on handling administrative duties, billing, and improving workflows while coordinating with custodians and vendors.
Responsibilities include Salesforce administration, vendor relations, and light marketing support, with opportunities for growth into senior operational leadership within the firm. Hybrid work is available in Herndon, VA.
This is an excellent position to take on the Financial Operations & Client Experience Specialist role at Kestra Holdings.
We appreciate your interest in this position.
Join Kestra Holdings and contribute to our ongoing work.
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This posting is for the Financial Operations & Client Experience Specialist role at Kestra Holdings, based in Herndon, VA, United States.
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