Client Success Concierge Specialist

Kestra Financial; Tempe (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Kestra Financial in Tempe, Arizona, is looking for a Client Service Associate to join their Concierge team. This role is crucial for delivering high-touch service to financial advisors while providing solutions for diverse service requests.

With at least 2 years of client service experience and excellent communication skills, you will build trust and deliver tailored outcomes in a fast-paced environment. The position encourages professional growth and impactful contributions.

Qualifications

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

Responsibilities

• Be the first point of contact for advisors, staff, and clients.
• Own the experience from start to finish, resolving service requests.
• Document interactions in Salesforce for clarity and follow-through.

Skills

Client service experience

Problem-solving

Communication skills

Collaboration

Tools

Salesforce

AdvisorComplete

Wealthscape

Job description

Kestra Financial in Tempe, Arizona, is looking for a Client Service Associate to join their Concierge team. This role is crucial for delivering high-touch service to financial advisors while providing solutions for diverse service requests.

With at least 2 years of client service experience and excellent communication skills, you will build trust and deliver tailored outcomes in a fast-paced environment. The position encourages professional growth and impactful contributions.