Client Services Pro II — Finance Growth & Impact

Kestra PWS; Tempe, Northern (AZ, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) and health insurance

Competitive benefits package

Professional development

Growth opportunities

Job summary

Kestra Financial in Tempe, AZ 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 end-to-end experience, resolving a wide range of service requests with sound judgment and a solutions-first mindset. You will document interactions in Salesforce and collaborate across departments to deliver tailored outcomes that support

Qualifications

• 2+ years of client service experience within financial services, banking, or operations.
• Strong judgment and discretion in navigating complex client needs.
• 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.

Responsibilities

• 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.

Skills

Client service

Financial services

Communication

Problem solving

Cross-functional collaboration

Tools

Salesforce

Job description

Kestra Financial in Tempe, AZ 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 end-to-end experience, resolving a wide range of service requests with sound judgment and a solutions-first mindset. You will document interactions in Salesforce and collaborate across departments to deliver tailored outcomes that support