Client Service Specialist II — Elevate Advisor Experience

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

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.