Job Information
Kestra Financial Client Service Specialist - Thriving Asset Management in Half Moon Bay, California
Client Service Specialist (licensed – Non -Sale) reports to and works with the CEO of Thriving Asset Management
Ongoing client servicing and relationship support
Handling account maintenance, transfers, paperwork
Responding to client inquiries
Supporting the lead advisor
Serves as a primary point of contact for client service needs
Process account opening, transfers and maintenance
Handle client inquiries requiring Series /63 licensing
Supports advisor with client follow-up and documentation
This role is NOT
A sales position
A business development role
An advisor-track position
Requirements
Active Series 7 and 63 licenses
2+ years in a client service or operations role
Strong attention to detail and client communication skills
Benefits
Competitive salary (no commission-based pressure)
Stable, long-term career path in client service
Collaborative team environment