Client Success Specialist
3 weeks ago
Kestra Financial is a leading provider of innovative solutions for independent financial advisors. Our company culture emphasizes reinvention, advisor advocacy, and exceptional customer service.
We strive to empower our advisors and staff to succeed by providing cutting-edge technology and personalized consulting services. Our goal is to deliver comprehensive securities and investment advisory services to our clients.
Job DescriptionThe Concierge Support Representative role is critical to our success. You will be part of a dynamic team that provides operational support to our clients, ensuring seamless and effortless experiences.
Your responsibilities will include working in a small team environment, assisting advisors and staff with policy and procedure questions, partnering with service team members, and maintaining communication logs via Salesforce.
Requirements- Demonstrated passion for service and financial markets.
- Ability to use active listening skills and focus on nonverbal cues.
- Strong analytical skills and attention to detail.
- Proven work ethic with high integrity.
- Strong communication and interpersonal skills.
We offer a competitive salary range of $45,000 to $65,000 annually, depending on experience. Our full-time employees also enjoy excellent benefits, including health, vision, and dental insurance, 401(k) plans, and a variety of voluntary programs.
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Client Success Specialist
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Client Success Specialist
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Client Success Specialist
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Client Success Specialist
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Austin, Texas, United States SKYLINE WEALTH STRATEGIES, LLC Full timePosition DetailsSkyline Wealth Strategies, LLC seeks a skilled Associate Advisor to support client relationships and drive business growth. The successful candidate will have a proven track record of delivering exceptional results in a fast-paced environment.About the CompanySkyline Wealth Strategies, LLC is a leading wealth management firm dedicated to...
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Client Success Ambassador
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Client Success Professional
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Client Success Lead
4 days ago
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Client Success Specialist
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Client Success Advocate
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Client Success Strategist
1 day ago
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Enterprise Client Success Strategist
5 days ago
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Digital Client Success Manager
3 weeks ago
Austin, Texas, United States HYROS Full timeAbout the RoleWe are looking for a skilled Digital Client Success Manager to support our clients in achieving their business goals. This role involves working closely with our clients to understand their needs and implementing effective solutions.The ideal candidate will have strong technical skills, excellent communication abilities, and a proven track...
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Client Success Manager Lead
3 weeks ago
Austin, Texas, United States Ownwell Full timeAbout the RoleWe're seeking a skilled Client Success Manager to join our rapidly expanding team at Ownwell. In this role, you'll be responsible for managing residential and commercial accounts, ensuring client satisfaction, driving renewals, and identifying expansion opportunities.Key ResponsibilitiesServe as the primary point of contact for a portfolio of...
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Strategic Client Success Lead
3 weeks ago
Austin, Texas, United States Canva Full timeJob OverviewWe are seeking a highly skilled Strategic Client Success Lead to join our team at Canva. As a key member of our sales and success organization, you will be responsible for developing and executing strategies to drive client satisfaction and loyalty across our Enterprise customer base.The ideal candidate will have a proven track record of...
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Client Growth Specialist
3 weeks ago
Austin, Texas, United States The Hire Solution Full timeJob DescriptionWe are looking for a Client Growth Specialist who can proactively reach out to potential client prospects by phone and email, cultivate strong business relationships with key decision makers, and educate them on the benefits of our services. The successful candidate will also identify new opportunities, deliver innovative solutions, and...
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Client Success Consultant
5 days ago
Austin, Texas, United States RRS Inc Full timeWe are seeking a highly skilled Consultant - Client Success to join our team at RRS Inc. As a key member of our organization, you will be responsible for ensuring the success and satisfaction of our clients by providing expert guidance, support, and strategic insights.Key Responsibilities:Develop and maintain strong relationships with assigned clients,...
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Client Growth Specialist
3 weeks ago
Austin, Texas, United States AW Labor Solutions Full timeJob Title:Client Growth SpecialistAbout the RoleWe are seeking a skilled Client Growth Specialist to join our team at AW Labor Solutions. As a key non-attorney role, you will cultivate and strengthen relationships with existing clients, driving client satisfaction and firm growth.Your primary responsibilities will include building long-term client...
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Head of Client Success
2 days ago
Austin, Texas, United States Bakery Agency Full timeJob OverviewThe Head of Client Services will play a critical role in shaping how we deliver on our promise to clients. This person will lead and grow Bakery's Client Services team, overseeing client management practices, refining our project workflows, and ensuring every touchpoint exceeds expectations.The ideal candidate will be a champion for our people...
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Client Success Manager
3 weeks ago
Austin, Texas, United States Surefire Local Full timeAbout the RoleWe are seeking a highly motivated and results-driven Account Manager to join our team in Texas. In this role, you will be responsible for managing client engagements, developing digital marketing plans, and analyzing program results to present recommendations for changes in strategy. The ideal candidate will have 1-2 years of experience in...
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Part-time Client Success Associate
3 weeks ago
Austin, Texas, United States Nirvana Systems Full timeAbout the RoleWe are looking for a highly motivated and organized Part-time Client Success Associate to join our team. As a Client Success Associate, you will be responsible for providing exceptional customer service and support to our clients. This is a part-time role with flexible hours, allowing you to balance your work and personal life.The ideal...