Client Service Specialist - PHX

Posted Thursday, August 7, 2025 at 6:00 AM

ABOUT US:

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

Client Service Specialist

Location:

Phoenix, AZ

** Where ambition meets real impact**

At Kestra Financial, we don’t just answer questions, we build trust and lasting relationships with the financial advisors we serve. Our approach is people-first, tech-supported, and driven by purpose: to make it easier for advisors to run their businesses and serve their clients.

We’re looking for a Client Service Specialist to join our front-line support team. Professionals who take pride in owning the client experience from the first call to final resolution. In this role, you’ll be the go-to resource for advisors and their staff, helping them navigate systems, solve problems, and get the answers they need quickly and confidently.

It’s a great opportunity for someone who enjoys working in a fast-paced environment, thrives on learning, and takes pride in making someone’s day just a little easier. If you're looking to grow your skills, deepen your industry knowledge, and be part of a team that shows up for each other every day, this is the place.

What You’ll Do

• Serve as the initial point of contact for inbound calls and emails from advisors, staff, and clients, responding with care and urgency
• Answer approximately 40-45 calls and 10-15 emails per day, ensuring timely and accurate assistance
• Handle a wide range of inquiries across topics like account servicing, cost basis, retirement plans, transfer of assets, and password resets
• Log and track client communication and activities in Salesforce
• Educate and guide clients through operational processes, system navigation (e.g., Advisor Complete and Streetscape), and procedural requirements
• Collaborate with peers and support departments to res olve inquiries and improve overall client experience
• Stay current on operational policies, procedures, and system changes through continuous training
• Maintain structured work schedules between 7:00 AM – 6:30 PM, Monday through Friday, with shift flexibility
• Deliver consistent, accurate, and empathetic service
• Provide support aligned with departmental goals for service levels, quality, and client satisfaction
• Partner with internal service teams and custodians to ensure seamless follow-through and r esolution

What You Bring

• A service-first mindset, with strong verbal and written communication skills
• Professionalism under pressure and the ability to stay composed in fast-paced situations
• Willingness to learn, take feedback, and grow with the team
• Strong attention to detail and follow-through
• Comfort working with multiple systems and tools
• Prior experience in a call center, help desk, or client support environment is a plus
• Curiosity and willingness to dig into problems and ask thoughtful questions
• Ability to multitask, prioritize, and manage time effectively in a structured, high-volume e nvironment

Qualifications

• 1 –2 years of experience in customer service within financial services, or a related role
• Strong interpersonal skills with a professional, confident phone presence
• Clear written communication and attention to tone and accuracy
• Comfort using technology and learning new systems quickly (Salesforce, Advisor Complete , Streetscape, Microsoft Office Suite)
• Bachelor’s degree preferred, but equivalent experience will be considered

Licenses & Certifications

• SIE and Series 7 preferred

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in…