Client Services Specialist II: Growth Path to Advisor

Kestra Financial, Inc.; Tempe, Northern (AZ, KY); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

401(k) benefits

Health insurance

Professional development

Job summary

Kestra Financial, Inc. is seeking a Client Service Specialist to deliver prompt, accurate, and thoughtful service to financial advisors and staff.

You will handle inbound calls and emails, document interactions in Salesforce, and educate clients on systems and processes. The role emphasizes strong communication, attention to detail, and collaboration in a fast-paced wealth management environment, with internal development opportunities and advancement potential within the Wealth Management

Qualifications

• 1-2 years of customer service experience.
• Excellent verbal and written communication skills.
• Proficiency in Salesforce, Advisor Complete, Streetscape, and the Microsoft Office Suite.
• Client-focused mindset with a strong commitment to delivering exceptional service.
• Ability to remain professional, composed, and solution-oriented in a fast-paced environment.
• Eagerness to learn new systems, processes, and industry concepts.
• Strong attention to detail with a demonstrated ability to follow through on tasks and commitments.
• Effective organizational and time-management skills, with the ability to prioritize competing responsibilities and multitask efficiently.
• Collaborative team player with strong problem-solving abilities and a proactive approach to client support.
• Adaptability and flexibility to navigate changing priorities, procedures, and business needs.

Responsibilities

• Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries.
• Manage a high-volume workload, responding to approximately 40-45 calls and 10-15 emails daily while maintaining exceptional service standards.
• Assist clients with account servicing, cost basis inquiries, retirement plans, asset transfers, and password resets.
• Accurately document, track, and maintain client interactions and case details within Salesforce.
• Educate clients on company systems, products, processes, and service procedures to enhance their overall experience.
• Partner with internal departments and subject matter experts to efficiently resolve client questions and service requests.
• Stay informed of policy updates, system enhancements, and procedural changes to ensure accurate and compliant support.
• Maintain a structured work schedule and demonstrate flexibility to support department and business needs.
• Deliver a consistent, professional, and empathetic client experience focused on building trust and satisfaction.
• Contribute to departmental goals by meeting service level expectations, quality standards, and client satisfaction objectives.

Job description

Kestra Financial, Inc. is seeking a Client Service Specialist to deliver prompt, accurate, and thoughtful service to financial advisors and staff.

You will handle inbound calls and emails, document interactions in Salesforce, and educate clients on systems and processes. The role emphasizes strong communication, attention to detail, and collaboration in a fast-paced wealth management environment, with internal development opportunities and advancement potential within the Wealth Management