Client Service Specialist II
KestraTempe, Arizona, United States
Posted March 16, 2026
Full Time
About the Company
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service.
Job Description
Kestra Financial is a wealth management platform that empowers independent financial professionals to grow their businesses and deliver exceptional client service. The Client Service Specialist II will be the first point of contact for advisors, staff, and clients, delivering proactive, high-touch service with professionalism and care.
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)
Benefits
- Competitive pay and benefits
- 401(k)
- Health insurance
- Competitive benefits package
- Supportive, collaborative environment
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement