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Kestra Financial · 5 months ago

Client Service Representative/Paraplanner Park Place Financial

Bellaire, TX

Full-time

Onsite

Mid Level

$50K/yr - $75K/yr

3+ years exp

Kestra Financial is an independent financial planning firm in Bellaire, Texas, seeking a highly motivated Client Service Representative/Paraplanner. The role involves maintaining client relationships, processing account paperwork, and assisting clients with various inquiries and transactions.

BankingConsultingFinanceFinancial Services

Responsibilities

Maintain ongoing relationships with existing clients

Process new account paperwork

Process distributions, Roth conversions, and other transactions

Respond to client inquiries

Scheduling meetings with clients

Assist clients with website access, password resets, etc

Prepare for and follow up on client meetings

Responsible for meeting compliance requirements

Assist with administrative and marketing duties

Potential to become a financial advisor

Qualification

Series 7Texas Insurance LicenseFinancial services experienceNFS familiarityRedtail familiarityEmoney familiarityClient service orientationOutgoing personalityTask prioritizationCommunication skills