Client Account Services Specialist

Socket.dev; Tempe (AZ); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Growth opportunities and tuition Reimb

Job summary

Kestra Financial is a wealth management platform helping independent professionals grow their businesses and deliver excellent client service. We seek a detail-oriented Client Service Specialist to efficiently process account openings, maintenance, and various transactions while ensuring accurate client records.

You will support advisors and internal partners, handle data integrity, and contribute to a culture of advocacy and integrity.

Qualifications

• Strong attention to detail with excellent customer service and the ability to multi-task.
• Capability of reading, analyzing, and reconciling financial reports.
• Proficiency with Microsoft Office products including Word, Excel, Outlook, Teams, and PowerPoint.

Responsibilities

• Process Account Opening & Maintenance: enter and review new account data, handle maintenance requests and closures.
• Manage Asset Transfers & Distributions: initiate and process transfers, rollovers, SWP, and PIP.
• Ensure Data Integrity & Compliance: organize client files, update statuses, resolve paperwork issues (NIGO).
• Provide Client & Advisor Support: answer questions on paperwork and account status; educate on AdvisorComplete®.
• Contribute to Team Efficiency: support standards, cross-train, and uphold integrity and advocacy.

Skills

Attention to detail

Customer service

Multi-tasking

Communication

Analytical

Education

High school diploma

Some college coursework

Tools

Microsoft Office

Job description

Kestra Financial is a wealth management platform helping independent professionals grow their businesses and deliver excellent client service. We seek a detail-oriented Client Service Specialist to efficiently process account openings, maintenance, and various transactions while ensuring accurate client records.

You will support advisors and internal partners, handle data integrity, and contribute to a culture of advocacy and integrity.