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Kestra Financial Independent AdvisorFinancial Services

Senior Client Service Associate - Mission Financial Planners

San Antonioonsitesenior$15K – $135K

Posted 3mo ago · via Workable

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About this role

Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development and client relationships. The ideal candidate is highly organized, detail-oriented, and committed to delivering exceptional client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in San Antonio. We weight your proximity and willingness to relocate.

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Skills in this role

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