Client Service Representative/Paraplanner

1 week ago


Bellaire Texas, United States Kestra Financial Independent Advisor Full time

We are an independent financial planning firm seeking a highly motivated and self-driven individual to join our team as a Client Service Representative/Paraplanner. Our company, Kestra Financial Independent Advisor, is dedicated to helping clients achieve their financial goals and live a secure and prosperous life.

The successful candidate will be responsible for maintaining ongoing relationships with existing clients, processing new account paperwork, and responding to client inquiries. They will also be responsible for scheduling meetings with clients, assisting with website access, and preparing for and following up on client meetings.

As a Client Service Representative/Paraplanner, you will have the opportunity to work with a variety of clients, each with unique financial needs and goals. You will be responsible for providing exceptional customer service, ensuring that clients receive timely and accurate information, and resolving any issues that may arise.

We are looking for an individual who is highly organized, able to prioritize tasks, and meet deadlines. You will be working in a fast-paced environment, and you must be able to adapt to changing circumstances and priorities.

The ideal candidate will have a Bachelor's Degree, preferably in a field related to finance or business. They will also have experience in financial services, preferably in a customer-facing role. Strong communication and interpersonal skills are essential, as well as the ability to work independently and as part of a team.

We offer a competitive salary, ranging from $50,000 to $75,000 depending on skill and experience. We also offer a comprehensive benefits package, including 100% employer-paid health and dental insurance, a 401(k) plan with match, and a Profit Sharing Plan. Additionally, we offer a discretionary quarterly bonus.

If you are a motivated and self-driven individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.



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