Advisor Support Specialist II — Client Service

Kestra Holdings; Tempe, Northern (AZ, KY); Hybrid; USD 43,000 - 64,000; Full time

Benefits offered by this job

401(k)

Health insurance

Training and growth opportunities

Collaborative environment

Job summary

Kestra Financial in Tempe, AZ seeks a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. You will manage a high-volume mix of calls and emails, document interactions in Salesforce, and help with account servicing and process questions.

This role emphasizes relationship building, technical proficiency, and a pathway to Wealth Advisor roles; strong communication and teamwork are essential.

Qualifications

• 1–2 years of customer service experience, preferably within the financial services industry.
• Excellent verbal and written communication skills with the ability to build rapport and maintain positive client relationships.
• Proficiency in Salesforce, Advisor Complete, Streetscape, and the Microsoft Office Suite.

Responsibilities

• Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries.
• Manage a high-volume workload, responding to approximately 40-45 calls and 10-15 emails daily while maintaining exceptional service standards.
• Assist clients with a variety of account-related needs, including account servicing, cost basis inquiries, retirement plans, asset transfers, and password resets.
• Accurately document, track, and maintain client interactions and case details within Salesforce.
• Educate clients on company systems, products, processes, and service procedures to enhance their overall experience.
• Partner with internal departments and subject matter experts to efficiently resolve client questions and service requests.
• Stay informed of policy updates, system enhancements, and procedural changes to ensure accurate and compliant support.
• Maintain a structured work schedule and demonstrate flexibility to support department and business needs.
• Deliver a consistent, professional, and empathetic client experience focused on building trust and satisfaction.
• Contribute to departmental goals by meeting service level expectations, quality standards, and client satisfaction objectives.

Skills

Customer service

Verbal & written communication

Salesforce

Advisor Complete

Streetscape

Microsoft Office

Tools

Salesforce

Advisor Complete

Streetscape

Microsoft Office

Job description

Kestra Financial in Tempe, AZ seeks a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. You will manage a high-volume mix of calls and emails, document interactions in Salesforce, and help with account servicing and process questions.

This role emphasizes relationship building, technical proficiency, and a pathway to Wealth Advisor roles; strong communication and teamwork are essential.