Client Service Coordinator
Kestra Financial Independent Advisor
About this role
The Client Service Coordinator supports a Financial Advisor team by ensuring a high-quality client experience and maintaining organized client records for a family-owned financial firm. The role contributes to smooth client communications and back-office continuity for a large book of long-term clients. It operates in a steady, office-based environment with emphasis on accuracy and client satisfaction.
Skills
About Kestra Financial Independent Advisor
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Recent company news
Business WireKindred Wealth Partners and Kestra Private Wealth Services Welcome Advisor Eric Longstreth to Independence
2 weeks ago
InvestmentNewsAfter hiring Commonwealth advisors and LPL recruiters, what’s next for Kestra?
1 month ago
citybizKestra Expands Leadership Team
Oct 14, 2025
AdvisorHubMerrill Team Managing $866-Mln Goes Independent With Kestra in Arizona
Oct 24, 2025
Barron'sTwo Advisors Who Managed $866 Million at Merrill Lynch Jump to Kestra Private Wealth
Oct 27, 2025
About Kestra Financial Independent Advisor
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Kestra Financial Independent Advisor.
Salary
$42k – $56k
per year