Service Advisor | Sindrich & Associates
Kestra Financial Independent Advisor
Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA
Kestra Financial Independent Advisor· Financial Services
About this role
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
- 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
- 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
Frequently Asked Questions
Is the salary disclosed for the Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA position at Kestra Financial Independent Advisor?
The salary for this Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA role at Kestra Financial Independent Advisor is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA position at Kestra Financial Independent Advisor located?
This Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA role at Kestra Financial Independent Advisor is based in Palo Alto, California, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA role at Kestra Financial Independent Advisor full-time or part-time?
This is listed as a Full time position. It is posted as a Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA role in the Financial Services department at Kestra Financial Independent Advisor.
Which team or department does the Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA at Kestra Financial Independent Advisor belong to?
This Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA position is part of the Financial Services department at Kestra Financial Independent Advisor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA position at Kestra Financial Independent Advisor?
Click the "Apply Now" button on this page. You will be redirected to Kestra Financial Independent Advisor's official application portal hosted on workable where you can submit your application directly.
When was the Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA job at Kestra Financial Independent Advisor posted?
This Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA position at Kestra Financial Independent Advisor was posted on May 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA
Kestra Financial Independent Advisor
You'll be redirected to Kestra Financial Independent Advisor's official application page on workable.