Advisor Services Case Resolution Lead
Listed on 2026-10-08
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Business
Banking & Finance, Client Relationship Management
Kestra Holdings is seeking a Client Service Case Manager to own end-to-end resolution of escalated service requests, partnering with internal teams and financial advisors to drive timely outcomes.
The role requires strong communication, proactive updates, and ownership of the case lifecycle across multiple departments with adherence to SLAs.
Ideal candidates bring 3+ years in client service or wealth management and hold SIE/Series 7 within a year; FINRA Series 24 is a plus.
The Advisor Services Case Resolution Lead position in the Management & Operations, Sales field is open for applications.
We are seeking a motivated Advisor Services Case Resolution Lead to join Kestra Holdings in Tempe, AZ, United States.
Consider building your career as a Advisor Services Case Resolution Lead at Kestra Holdings.
We have an opening for a Advisor Services Case Resolution Lead in Tempe, AZ, United States within Management & Operations, Sales.
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