Business Operations Associate
3 days ago
Kestra Financial is a leading independent advisor platform that empowers sophisticated, independent financial professionals to prosper and grow. Our dynamic team provides a culture rich in reinvention and advisor advocacy.
We developed integrated business management technology combined with personalized consulting services, offering exceptional scale and efficiency. Our mission is to support independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Job OverviewThe Concierge Team is Kestra Financial's voice and the primary contact for all operational needs of our clients. As a Concierge Support Representative, you will be responsible for empowering advisor success through reinvention, advocacy, and integrity.
You will become an expert on our operational systems, including AdvisorComplete and Streetscape. You will form trusted relationships with our firms and act as liaisons between our firms and other members of the service team.
As a key member of our team, you will work closely with our partners at our custodian, NFS. Your goal will be to provide complete resolutions and effortless experiences for our clients.
Essential Duties and Responsibilities- Work in a small team environment to assist Kestra advisors and staff navigate our systems, products, and services.
- Assist advisors and their staff with operational policy and procedure questions via phone and email queues.
- Partner with service team members to ensure a seamless and effortless client experience.
- Take approximately 25 to 40 inbound calls per day.
- Respond to approximately ten inbound emails per day.
- Maintain a communication log with the field, custodians, and vendors via Salesforce.
- Respond to inquiries regarding account servicing, Kestra Financial website, cost basis/account transactions, transfer of assets status, and retirement plans.
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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