Financial Services Client Advocate II

Kestra Financial; Tempe (AZ); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Professional development

Team environment

Job summary

Kestra Financial is seeking a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. This frontline role blends relationship management with operational knowledge to empower advisor success.

You will handle high-volume inquiries, document interactions in Salesforce, and collaborate with internal teams to resolve questions while maintaining compliance and service standards.

Qualifications

• 1-2 years of customer service experience in financial services.
• Excellent verbal and written communication skills to build rapport with clients.
• Proficiency in Salesforce, Advisor Complete, Streetscape, and the Microsoft Office Suite.

Responsibilities

• Handle inbound calls and emails as the first point of contact.
• Manage a high-volume workload (40-45 calls, 10-15 emails daily).
• Assist clients with account servicing, transfers, and password resets.

Skills

Customer service

Communication

Salesforce

Advisor Complete

Streetscape

MS Office

Tools

Salesforce

Advisor Complete

Streetscape

Microsoft Office

Job description

Kestra Financial is seeking a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. This frontline role blends relationship management with operational knowledge to empower advisor success.

You will handle high-volume inquiries, document interactions in Salesforce, and collaborate with internal teams to resolve questions while maintaining compliance and service standards.