Kestra Holdings
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY:
The Concierge Specialist reports to the Supervisor of Concierge Support. The Concierge Team is Kestra Financial's voice and the primary contact for all operational needs of our clients, including independent financial advisors and their support staff.
Members of the Concierge Team will:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY:
The Concierge Specialist reports to the Supervisor of Concierge Support. The Concierge Team is Kestra Financial's voice and the primary contact for all operational needs of our clients, including independent financial advisors and their support staff.
Members of the Concierge Team will:
- Empower advisor success through reinvention, advocacy, and integrity.
- Become experts on our operational systems, including AdvisorComplete and Streetscape.
- Form trusted relationships with our firms.
- Act as liaisons between our firms and other members of the service team.
- Work closely with our partners at our custodian, NFS
- Strive to provide complete resolutions and effortless experiences for our clients
- Facilitate training needs, application improvements, and process improvements
- Candidates must be able to work in a structured schedule format (shifts listed below) - Monday-Friday: 7:00 am - 3:30 pm, 7:45 am - 4:15 pm, 8:30 am - 5:00 pm, and 10:00 am - 6:30 pm
- Work in a small team environment to assist Kestra advisors and staff navigate our systems, products, and services.
- Assist advisors and staff with operational policy and procedure questions via phone and email.
- Partner with service team members to ensure a seamless and effortless client experience.
- Take approximately 35-40 inbound calls per day.
- Respond to approximately 10 inbound emails per day.
- Maintain a communication log with the field, custodians, and vendors via Salesforce.
- Respond to inquiries regarding the following:- Account Servicing- Kestra Financial Website- Cost Basis/Account Transactions- Transfer of Assets Status- Retirement Plans.
- Demonstrate energy, empathy, and problem-solving skills.
- Demonstrating professionalism, accountability, customer/client focus, and teamwork requires.
- Proactively consult with Investment Advisors and their staff through knowledge sharing, efficiency training, and education to help them manage and grow their businesses.
- Collaborate with other support and processing departments to resolve complex inquiries.
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.