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Jobs · OTHR · Arizona

Client Service Specialist II

Kestra Financial · Tempe, AZ · Yesterday
OTHRFull-time

About the role

The Client Service Associate will join the high-performing Concierge team at Kestra Financial. This role is not just about support but a launchpad for career growth and 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.

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.
  • Work in a supportive, collaborative environment committed to professional excellence.
  • Help clients navigate meaningful financial decisions with confidence.
  • 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

Flexible schedule to accommodate the needs of both the employee and the client.

Skills

  • Strong customer service skills.
  • Proactive problem-solving abilities.
  • Excellent communication skills.
  • Ability to handle multiple tasks simultaneously.

Benefits

  • 401(k) plan.
  • Health insurance.
  • Competitive benefits package.

Benefits

  • 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

Flexible schedule to accommodate the needs of both the employee and the client.

Skills

  • Strong customer service skills.
  • Proactive problem-solving abilities.
  • Excellent communication skills.
  • Ability to handle multiple tasks simultaneously.

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 to deliver exceptional outcomes for their clients.
  • Make it Happen: Providing the tools and support needed to achieve success.
  • One team: Fostering collaboration and unity among all members of the Kestra family.

Apply Today

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

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