Supervisor, Account Services

Austin, Texas, United States · Client Service · CS2019006


The Supervisor of Account Services is responsible for ensuring a high level of quality service to all clients, and for maintaining a high level of client satisfaction. Responsible for maintaining high client service levels through maintaining Service Level Agreements in regards to processing items and providing exceptional service via emails and phone calls (internal and external), and utilizing the highest degree of courtesy and professionalism to resolve customer issues. Must be knowledgeable and compliant with all applicable laws and regulations to which Kestra Financial may be subject to.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.



A brand new state of the art building in Southwest Austin with a basketball court, volleyball court, baseball field, walking trails, unlimited coffee, tea, and sparkling water.

Full health, vision, dental, 401(k) plans along with a host of voluntary plans such as car insurance, legal services, and more.

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