Client Service Specialist II

Kestra Financial; Tempe (AZ); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive pay and benefits with a大型雇

401(k)

Health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial is seeking a Client Service Associate to join our Concierge team. You will be the first point of contact for advisors, staff, and clients, delivering proactive, high-touch service with professionalism and care.

You will own the experience from start to finish, resolve a wide range of requests with sound judgment, and collaborate across departments to deliver timely, tailored outcomes. Experience in financial services and strong communication are essential.

Qualifications

• 2+ years of client service experience within financial services.
• Strong judgment and discretion in handling complex client needs.
• Proactive, solution-oriented mindset with a focus on delivering value.
• Excellent written and verbal communication skills.
• Ability to build trust and rapport in a fast-paced, professional environment.

Responsibilities

• Be the first point of contact for advisors, staff, and clients, delivering proactive, high-touch service.
• Own the end-to-end client experience, resolving a wide range of requests with sound judgment.
• Collaborate across departments to deliver timely, tailored outcomes.
• Help clients navigate platforms like AdvisorComplete and Wealthscape.
• Document interactions in Salesforce to ensure clarity and follow-through.

Skills

Client service experience

Strong judgment

Solution-oriented

Communication skills

Rapport-building

Tools

Salesforce

AdvisorComplete

Wealthscape

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact

At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We’re hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.

What You'll Do

• Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care.


• Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.


• Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.


• Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.


• Document interactions in Salesforce to ensure clarity, consistency, and follow-through.

What You’ll Bring

• 2+ years of experience in client service within financial services, banking, or operations


• Strong judgment and discretion in navigating complex client needs.


• A proactive, solution-oriented mindset with a passion for delivering value.


• Excellent written and verbal communication skills.


• Ability to build trust and rapport in a fast-paced, professional environment.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)


• 401(k), health insurance, and a competitive benefits package


• Work in a supportive, collaborative environment committed to professional excellence


• Help clients navigate meaningful financial decisions with confidence


• Opportunities for training, development, and long-term growth within the firm


• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

• Kestra Holdings Website: https://www.kestrafinancial.com/


• Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE


• LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.