• Client Service Representative…

    Kestra Financial (Bellaire, TX)
    …communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
    Kestra Financial (03/11/25)
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