Client Onboarding & Data Integrity Specialist

Kestra Holdings; Tempe (AZ); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Kestra Holdings in Tempe, AZ, is seeking a Client Service Specialist to support the Account Services team. You will accurately process account openings, maintenance requests, and asset transfers while ensuring data integrity and compliance across client records.

The role emphasizes attention to detail, strong customer service, and the ability to multi-task in a fast-paced financial services environment. Office software proficiency and teamwork are essential for success.

Qualifications

• Experience in financial services preferred.
• 1+ years in an office environment, data entry, or related administrative role preferred.
• High school diploma required; some college coursework preferred.
• Strong organizational skills and ability to meet deadlines.

Responsibilities

• Process Account Opening & Maintenance: enter and review new account data, handle conversions, and maintenance requests.
• Manage Asset Transfers & Distributions: initiate transfers, direct rollovers, SWP, and PIP.
• Ensure Data Integrity & Compliance: organize client files, update statuses, resolve paperwork issues (NIGO).
• Provide Client & Advisor Support: answer questions about paperwork requirements and account status.
• Contribute to Team Efficiency: support processing standards and cross-train as needed.
• Undertake Ad Hoc Duties: handle other duties and projects as assigned by the manager.

Skills

Attention to detail

Customer service

Communication

Multi-tasking

Financial report analysis

Education

High school diploma

Some college coursework

Tools

Microsoft Office Suite

Job description

Kestra Holdings in Tempe, AZ, is seeking a Client Service Specialist to support the Account Services team. You will accurately process account openings, maintenance requests, and asset transfers while ensuring data integrity and compliance across client records.

The role emphasizes attention to detail, strong customer service, and the ability to multi-task in a fast-paced financial services environment. Office software proficiency and teamwork are essential for success.