Client Service Specialist II

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support.

Requirements

• 2+ years of experience in client service within financial services, banking, or operations
• Strong judgment and discretion in navigating complex client needs.
• SIE and Series 7 required (or obtained within 6 months of employment)
• Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Tuition reimbursement for qualified expenses