Client Service Specialist II

Kestra Financial is a wealth management platform hiring a Client Service Specialist II to deliver exceptional client service and support financial advisors in a team-first culture. The role requires 2+ years of experience in client service and strong judgment and discretion in navigating complex client needs.

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 with a large employer
• 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