Client Services Specialist I

Kestra • Tempe, AZ

19h

About The Position

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals, including traditional and hybrid RIAs, to grow their businesses and deliver exceptional client service. The company combines advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Kestra Financial's advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. The service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes. The company is hiring a Client Service Associate to join its high-performing Concierge team, a group known for turning service into partnership. This role is described as a launchpad for professionals seeking career growth and 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.

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: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees