Advisor Support Specialist II — Client Service
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-22
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Kestra Financial in Tempe, AZ seeks a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. You will manage a high-volume mix of calls and emails, document interactions in Salesforce, and help with account servicing and process questions.
This role emphasizes relationship building, technical proficiency, and a pathway to Wealth Advisor roles; strong communication and teamwork are essential.
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