Strategic Client Case Manager (Financial Services)

Kestra Financial; Tempe (AZ); On-site; USD 55,000 - 80,000; Full time

Job summary

Kestra Financial is seeking a Client Service Case Manager in Tempe, AZ to manage end-to-end service requests escalated from the Contact Center. You will coordinate with internal teams to drive timely resolutions, while providing proactive communication to financial advisors and maintaining detailed case logs.

The role requires 3+ years in client service or wealth management, with SIE and Series 7 within a year (Series 24 preferred).

Qualifications

• 3+ years of client service or wealth management experience.
• Active SIE and Series 7 within one year; Series 24 preferred.
• Experience using CRM and workflow management systems.

Responsibilities

• Own end-to-end management of escalated service requests from the Contact Center.
• Coordinate with internal teams to resolve cases and provide proactive updates.
• Maintain detailed case logs and ensure timely resolution.
• Serve as primary advisor contact throughout the case lifecycle.
• Escalate to Client Service Director for cross-organization issues when needed.
• Track progress, meet service level expectations, and document actions.

Skills

Client service

Problem-solving

Communication

Collaboration

CRM systems

Tools

CRM tools

Workflow systems

Job description

Kestra Financial is seeking a Client Service Case Manager in Tempe, AZ to manage end-to-end service requests escalated from the Contact Center. You will coordinate with internal teams to drive timely resolutions, while providing proactive communication to financial advisors and maintaining detailed case logs.

The role requires 3+ years in client service or wealth management, with SIE and Series 7 within a year (Series 24 preferred).