Client Service Specialist I

About the role

The Client Service Associate will join the high-performing Concierge team at Kestra Financial, a wealth management platform dedicated to empowering independent financial professionals. This role is not just about support; it's a launchpad for career growth and impactful service.

Responsibilities

• 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.

Requirements

• 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.

Qualifications

• Proven track record of success in client service roles.
• Experience with financial planning software and systems.
• Strong organizational and problem-solving skills.
• Ability to handle multiple tasks simultaneously and prioritize effectively.

Skills

• Exceptional customer service skills.
• Strong interpersonal and communication skills.
• Proficiency in Microsoft Office Suite.
• Knowledge of financial planning concepts and practices.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

Pay

Competitive salary commensurate with experience.

Schedule

Full-time position with flexible hours to accommodate client needs.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Kestra Values

• Serve: Empowering advisors and clients to achieve financial independence.
• Make it Happen: Delivering results through innovative solutions and collaboration.
• One team: Building a supportive, inclusive environment where everyone can thrive.

Apply Now

Lead with purpose. Apply today and help shape the future of Kestra.