Customer Service Specialist II

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

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\u2019ll 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\u2019ll 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.