Job Description

SUMMARY:

Kestra Financial has internship programs in five departments in the areas of Client Services and Operations for Summer 2021. We will be hiring an intern for each department, so we are looking for five interns to join us in this area of the company. These programs are ideal for Junior and Senior year students pursuing areas of study including, but not limited to, Business, Finance, General Studies, Management, and Communications. This internship will be in a fully remote environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

Duties and responsibilities will vary based upon department placement. The main objectives of the Client Services and Operations areas of Kestra are to:

• Maintain extremely accurate and updated data across multiple platforms, including proprietary software system and Excel
• Research client information and account information to ensure accounts and transactions are correct
• Create and update client accounts
• Create and maintain detailed SOPs
• Create and run reports
• Assist with email and phone campaigns
• Support the team to provide white glove client service to financial advisors

KNOWLEDGE, SKILLS, AND/OR ABILITIES: 

• Positive and proactive personality
• Strong attention to detail
• Ability to question the data that is placed in front of you
• Strong written and verbal communication
• Desire to contribute to overall team success
• Strong Customer Service skills
• Ability to handle multiple tasks and shifting focuses

EDUCATION AND/OR EXPERIENCE:

• Pursuing a Bachelor’s Degree.
• Actively enrolled as a Junior or Senior at a college or university
• High level of proficiency with Microsoft Office products, specifically Excel

BENEFITS:

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.

DISCLOSURE:

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that Kestra Financial, Inc. is an “at-will” employer and if you are hired, you will have the right to resign from your employment at any time, with or without notice, and Kestra would have the right to modify or terminate your employment at any time, with or without cause, and with or without notice.
• You acknowledge that if hired, Kestra Financial, Inc. may, in its discretion, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• You acknowledge that Kestra Financial, Inc. will require you to complete a Profile XT assessment during the application process before interviewing with Kestra. You will receive additional information on this assessment further in the application process.

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