Client Service Specialist II

About the role

The Client Service Associate will join the high-performing Concierge team at Kestra Financial. This role is not just a support role but a launchpad for professionals looking to grow their careers while making a real impact.

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
• SIE and Series 7 required (or obtained within 6 months of employment)

Qualifications

• 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.

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide)

Schedule

Full-time position

Skills

• Strong customer service skills
• Proactive problem-solving abilities
• Effective communication skills
• Ability to work independently and as part of a team

Benefits

• Health insurance
• 401(k) plan
• Opportunities for training and development
• Tuition reimbursement

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 pay and benefits with a large employer (over 1600 employees nationwide