# Client Service Specialist - Thriving Asset Management

> Kestra Financial Independent Advisor · Half Moon Bay, United States · Full-time · Posted 2026-05-22

**Workplace:** on_site

**Department:** Financial Services

## Description

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

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

## Apply

[Apply at Kestra Financial Independent Advisor](https://apply.workable.com/kestra/j/04A78E4EBA/apply)

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