Client Services Specialist I

Kestra Holdings • Tempe, AZ

3d

About The Position

At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. We are hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.

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)

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.

What This Job Offers

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