Operations Associate

4 days ago


Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time
Job Summary

Kestra Financial Independent Advisor is seeking a highly organized and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the day-to-day operations of our financial services firm.

Key Responsibilities
  • Operational Duties
    • Ensure seamless account creation and funding processes
    • Communicate effectively with clients and internal teams to resolve account-related issues
    • Manage and maintain accurate records within our CRM system
    • Address and resolve work items in a timely manner
    • Collaborate with experienced team members to achieve shared goals
  • Customer Service Duties
    • Provide exceptional customer service and support to clients and internal stakeholders
    • Respond to client inquiries and resolve issues in a professional and timely manner
    • Manage client relationships and maintain accurate records
  • Administrative Duties
    • Perform data entry and maintain accurate records
    • Prepare and distribute client documents and communications
    • Manage and maintain office supplies and equipment
Requirements
  • 1-3 years of experience in a related field
  • College degree preferred but not required
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively


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