Client Service Specialist - AT Thriving Asset Management in Palo Alto, CA
Kestra Financial Independent Advisor · Palo Alto, California, United States · Posted May 22, 2026
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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