Client Onboarding & Operations Lead

Kestra Financial, Inc.; Tempe, Northern (AZ, KY); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive pay & benefits

401(k) and health insurance

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking a Client Service Specialist to support the Account Services team in Tempe. You will process account openings and maintenance while ensuring accuracy and regulatory compliance.

Role requires strong attention to detail, excellent communication, and the ability to manage multiple tasks. Office-based role with potential overtime as volumes fluctuate and you’ll support advisors and clients directly.

Qualifications

• Financial services industry experience preferred.
• 1+ years of experience in an office environment, data entry, or a related administrative role is preferred.
• Strong organizational skills and ability to manage time effectively to meet deadlines.
• Basic computer proficiency, including Microsoft Office Suite.

Responsibilities

• Process Account Opening & Maintenance: enter and review new account data, handle maintenance requests.
• Manage Asset Transfers & Distributions: initiate and process transfers, rollovers, SWP and PIP.
• Ensure Data Integrity & Compliance: organize client files and resolve paperwork issues (NIGO).
• Provide Client & Advisor Support: answer questions and educate on Advisor Complete.
• Contribute to Team Efficiency: support standards, cross-train, and uphold integrity.
• Perform Special Account Features: update features like check writing, margin, distributions.
• Undertake Ad Hoc Duties: handle other duties and projects as assigned.

Skills

Attention to detail

Customer service

Multi-tasking

Communication skills

Problem solving

Microsoft Office

Education

High school diploma

Some college coursework

Tools

Microsoft Office Suite

Job description

Kestra Financial, Inc. is seeking a Client Service Specialist to support the Account Services team in Tempe. You will process account openings and maintenance while ensuring accuracy and regulatory compliance.

Role requires strong attention to detail, excellent communication, and the ability to manage multiple tasks. Office-based role with potential overtime as volumes fluctuate and you’ll support advisors and clients directly.