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.

Pay

Competitive compensation based on experience and qualifications.

Schedule

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

Skills

• Strong interpersonal and communication skills.
• Experience with CRM systems (Salesforce preferred).
• Knowledge of financial planning and investment products.

Benefits

• 401(k) plan.
• Health insurance.
• Employee assistance program.
• Tuition reimbursement for qualified expenses.

Benefits

• Professional development opportunities.
• Training and career advancement programs.
• Flexible work schedule.
• Work-life balance initiatives.

Company Culture

We are committed to fostering a supportive, collaborative environment where professionals can thrive. Our mission is to empower advisors to deliver exceptional outcomes for their clients, and we do this by living our core values: Serve, Make it Happen, and One team.

Company Information

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Visit our website at Kestra Financial to learn more about our services and culture.

Application Instructions

To apply, please visit our careers portal at Kestra Financial Careers Portal.