Client Service Specialist II

Kestra
Tempe, AZ
Category Operations
Job Description
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. We're hiring a Client Service Specialist II to join our high-performing Concierge team, 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
  • 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

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
  • Tuition reimbursement for qualified expenses
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