Client Services Specialist II

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

Kestra Financial, Inc. 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 service and owning the experience from start to finish. You will work cross‑functionally to resolve requests, help users navigate platforms, and document interactions in Salesforce.

Qualifications

• 2+ years in client service within financial services, banking, or operations.
• Strong judgment and discretion when handling complex client needs.
• Proactive, solution‑oriented mindset focused 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 with proactive, high‑touch service.
• Own the client experience from start to finish and resolve a wide range of requests.
• Navigate complex situations and collaborate across departments to deliver timely outcomes.
• Assist advisors and clients with platforms like AdvisorComplete and Wealthscape.
• Document interactions in Salesforce to ensure clarity and follow‑through.

Skills

Client service

Judgment & discretion

Proactive mindset

Written & verbal comms

Trust & rapport

Job description

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.