# Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA

**Company:** [Kestra Financial Independent Advisor](http://jobs.workable.com/companies/cFi3oHSuLbBK6CmEsBiHMt.md)
**Location:** Palo Alto, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Financial Services

[Apply for this job](http://jobs.workable.com/view/5d47a883-22ee-48d3-9ea6-7a96ce290178)

## Description

![](https://workablehr.s3.amazonaws.com/uploads/photos/91931/edf53c07bd735ec6da0427aa4c392972.png)

Client Service Specialist 5+ years of experience (licensed preferred but not required) Non -Sale and reports to and works with the CEO and Founder 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 (preferred but not required)
-   5+ years of experience in a client service or operations role in financial services
-   Strong attention to detail and client communication skills

## Benefits

-   Competitive salary 85-95K based on experience (no commission-based pressure) including benefits (health and retirement)
-   Stable, long-term career path in client service
-   Collaborative team environment