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Onboarding Operations Specialist
4 months ago
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.The Onboarding Operations Specialist reports to the Director of Onboarding Operations. You will be a part of the team that is the introductory voice of Kestra Financial and the primary contact for all operational needs of our transitioning clients and their support staff. You will support the operational activities of transitioning a new advisor to our organization.Responsibilities:Process New Accounts, incoming Transfers, direct rollovers, PIPs, SWPs, and unique account features for transitioning firms.Answering questions regarding paperwork requirements and the status of new accounts and transfers.Contact our representative's offices when paperwork is not in good order (NIGO).Work with Sales Supervision to resolve paperwork issues.Organize client files in Laserfiche so that we have complete client records.Update account status for terminated reps.Educate representatives and their assistants on how to use AdvisorComplete.Assist advisors and their staff with questions regarding operational procedures by phone and email queues.Take approximately 2 to 5 inbound calls daily and respond to approximately 4 to 7 inbound emails daily.Support department efforts 24-hour processing standards (e.g., cross-train in other areas as asked by manager/supervisor).Read and analyze financial reports.May work overtime due to heavier volumes (especially in December, March, and April).Maintain a positive environment for our clients.The manager assigns other tasks and projects.Skills:Familiarity with Fax machines, Copiers, and multi-line Telephone systems.Can gain industry-related knowledge.Customer ServiceActive Listening practices.Informative presentation and training.Education and Experience:2+ years in brokerage/financial services, banking, operations, and client support.High school diploma/GED required.A college degree is useful.Certification:Series 7 License is beneficial.Retirement planning certification is useful.INTERNAL APPLICANT POLICY: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).DISCLOSUREBy 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.
