About this role
Client Service - Client Service Specialist II at Kestra. Location: Austin, Texas, United States. Role: delivering service, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services or banking; strong judgment and communication; proactive, solution-oriented; experience helping advisors use AdvisorComplete and Wealthscape; documenting in Salesforce. Category: Customer Service Seniority: Entry Level Tools: AdvisorComplete, Wealthscape, Salesforce Commitment: Full Time Workplace: Onsite Languages: English