Kestra Financial, an industry-leading wealth management platform, has been awarded two Bronze Stevie® Awards in the Customer Service Department of the Year and Customer Service Team of the Year categories. The recognition showcases the company’s unwavering dedication to service excellence.
Kestra Financial has made significant strides to maximize service levels, quality, and training. The company’s focus on call center performance, employee training, and enhancing self-help tools, in addition to hiring top professionals, has led to the delivery of an elite experience by the company’s Client Service Team. These enhancements create leverage for our financial professionals to deepen client engagement and grow their businesses.
“Kestra Financial’s Onboarding and Client Service Teams are committed to delivering a white-glove experience that serves the needs of financial professionals through innovative approaches to the most challenging components of customer service,” said Kris Chester, Executive Vice President and Chief Operating Officer of Kestra Financial. “Our teams’ dedication and hard work is reflected in these impressive results, and we look forward to increasing customer success and building upon the strong foundation of service, training, and quality we’ve established.”
A recipient of the Customer Service Team of the Year award, the Onboarding Team seamlessly onboarded a record $8.5 billion in new assets to the platform in 2022 and $3 billion in new assets in Q1 2023. Kestra Financial revamped the onboarding process to provide a superior experience for financial professionals during this crucial phase of their business transition. The rollout of enhanced onboarding tools and processes reduced the arduous and time-consuming aspects of moving accounts, resulting in a significantly reduced onboarding time.
“Our commitment to empowering advisor success is unwavering. These awards are a testament to our team’s grit and dedication to consistently go above and beyond for our financial professionals and their clients,” said Stephen Langlois, President of Kestra Financial. “We are proud of this recognition and will continue to strive for innovation and excellence in delivering exceptional customer service.”
Nicknamed the Stevies for the Greek word meaning “crowned,” the awards will be presented to winners at a gala ceremony at the Marriott Marquis Hotel in New York on Tuesday, June 13. Tickets are now on sale.
The American Business Awards are the U.S.A.’s premier business awards program. All organizations operating in the U.S.A. are eligible to submit nominations – public and private, for-profit and non-profit, large and small.
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