Client Experience Specialist

6 days ago


Sewickley, Pennsylvania, United States Kestra Financial Independent Advisor Full time

Kestra Financial Independent Advisor is seeking a skilled Client Service Coordinator to join our team. As a key member of our operations staff, you will provide exceptional support to Financial Advisors and contribute to delivering superior client experiences.

Key Responsibilities

This role encompasses a range of duties, including:

  • Handling all administrative functions for Financial Advisors and the firm
  • Supporting client meetings, including appointment scheduling and correspondence
  • Processing account paperwork and requests, utilizing paperless procedures when available
  • Maintaining accurate records in CRM databases and mailing lists

We offer competitive compensation, including an estimated salary of $65,000 - $80,000 per year, depending on location and experience. Our benefits package includes opportunities for growth and professional development.



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