Senior Client Service Associate - Mission Financial Planners
Kestra Financial Independent Advisor(10 months ago)
About this role
The Senior Client Service Associate at Mission Financial Planners supports firm growth and operational efficiency by optimizing internal workflows and enabling financial planners to prioritize business development and client relationships. The role partners closely with planners to ensure a high-quality client experience and effective client service operations.
Required Skills
- Leadership
- Problem Solving
- Communication
- CRM
- Compliance
- Microsoft Excel
- Client Service
- Trading
- Account Transfers
- Process Improvement
Qualifications
- Bachelor's Degree
- Series 7
- Series 65
- Series 66
About Kestra Financial Independent Advisor
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