Customer Service Representative, Travel
Destination Knot
Registered Financial Advisor Assistant
Kestra Financial
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $65,000 per year
Job Level
JuniorMid-Level
About the role
- Greet clients warmly in-person and over the phone
- Provide responsive, thoughtful support for client requests and service needs
- Assist with new client onboarding and ongoing client relationship management
- Manage reception, scheduling, and phone coverage
- Prepare client files and follow up on action items from meetings
- Maintain organized and accurate digital and hard copy files
- Help support marketing initiatives and client outreach
- Assist in executing client events, mailings, and content preparation
- Work alongside advisors and the operations team to keep things running smoothly
- Take initiative on tasks and contribute to a supportive, positive office environment
- Deliver a five-star experience during every client interaction while managing day-to-day service requests
Requirements
- Associate’s degree or higher
- At least 2 years of experience in a similar administrative or client service role
- Proficiency with Microsoft Office, Outlook, and CRM systems
- Excellent communication and organizational skills
- Able to manage multiple requests while staying calm and focused
- Professional, ethical, and committed to client confidentiality
- Preferred: SIE, Series 7, and/or Series 63 licenses
- Preferred: A sense of humor, a service-first mindset, and a team player who’s not afraid to roll up their sleeves
