Client Service Specialist II
Kestra
About this role
A Client Service Associate at Kestra Financial provides proactive and high-touch support to financial advisors, clients, and staff, ensuring a positive experience through problem-solving and collaboration. The role involves handling service requests, navigating complex situations, and assisting with platform usage.
Skills
Qualifications
About Kestra
kestra.ioKestra is an open-source declarative data orchestration platform that lets teams build simpler, faster, scalable, and flexible workflows using a human-friendly declarative language. It provides tooling to design, run, schedule, and monitor data and automation pipelines with an extensible task library, web UI, and APIs for visibility and control. Built for reliability and scale, Kestra can be deployed in cloud-native environments and integrates with common data stores and services via plugins. Users choose Kestra for its declarative approach, reproducibility, and active open-source community.
About Kestra
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
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