Financial Advisory - Client Services Associate

Kestra • Tucson, AZ

7d • Onsite

About The Position

We are seeking a personable and detail-oriented Client Service Associate to join our team. This role is essential in creating a positive first impression for our clients and providing operational support across account management tasks. The ideal candidate will have strong interpersonal and communication skills, with a commitment to excellent client service.

Requirements

• Previous experience in client service, hospitality, or administrative roles is preferred.
• Strong interpersonal and communication skills, with the ability to handle client interactions professionally and with empathy.
• Excellent organizational skills and accuracy in handling client requests and documentation.
• Familiarity with office software, such as Microsoft Office Suite (Word, Excel, Outlook), is a plus.
• A warm, friendly demeanor with a client-first mindset.
• 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.

Responsibilities

• Serve as the first point of contact for clients, both in person and over the phone, ensuring a warm, welcoming experience.
• Answer and direct incoming calls promptly, providing courteous assistance and relevant information.
• Handle client requests accurately and efficiently, including scheduling appointments and providing updates on account status.
• Assist in account opening, maintenance and operational support, such as updating client information, handling forms, and liaising with financial advisors on client needs.
• Foster a welcoming office environment, ensuring clients feel valued and at ease during their visit.
• Perform other clerical tasks as needed, including filing, data entry, and handling mail.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed