Wealth Client Services Specialist II

Kestra Holdings; Tempe (AZ); Hybrid; USD 48,000 - 60,000; Full time

Job summary

Kestra Holdings is seeking a Client Service Specialist in Tempe to serve as the first point of contact for financial advisors and staff, delivering prompt, accurate, and thoughtful service. You will manage high-volume inquiries, document interactions in Salesforce, and collaborate with internal teams to resolve requests.

Requirements include 1–2 years in customer service in financial services, excellent communication, and proficiency in Salesforce, Advisor Complete, Streetscape, and Microsoft

Qualifications

• 1–2 years of customer service experience, preferably within the financial services industry.
• Excellent verbal and written communication skills.
• Proficiency in Salesforce, Advisor Complete, Streetscape, and Microsoft Office.
• Bachelor’s degree preferred.
• Ability to multitask and manage high-volume workload.

Responsibilities

• Serve as the first point of contact for clients via phone and email.
• Manage a high-volume workload (40-45 calls, 10-15 emails daily).
• Assist clients with account-related needs and password resets.
• Document and track client interactions in Salesforce.
• Educate clients on systems, products, and service procedures.
• Collaborate with internal departments to resolve requests.
• Stay informed of policy updates and system changes.
• Maintain a structured schedule and adapt to business needs.
• Deliver a professional, empathetic client experience.
• Support departmental goals and service level objectives.

Skills

Customer service

Communication

Time management

Teamwork

Education

Bachelor's degree preferred

Tools

Salesforce

Advisor Complete

Streetscape

Microsoft Office Suite

Job description

Kestra Holdings is seeking a Client Service Specialist in Tempe to serve as the first point of contact for financial advisors and staff, delivering prompt, accurate, and thoughtful service. You will manage high-volume inquiries, document interactions in Salesforce, and collaborate with internal teams to resolve requests.

Requirements include 1–2 years in customer service in financial services, excellent communication, and proficiency in Salesforce, Advisor Complete, Streetscape, and Microsoft