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Client Experience Specialist – Financial Services Concierge
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-04
Listing for:
Kestra Holdings
Full Time
position Listed on 2026-06-04
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
Kestra Holdings in Tempe, Arizona is seeking a Client Service Associate to join our high-performing Concierge team. This role requires 2+ years of client service experience in financial services, with a focus on proactive problem-solving and exceptional communication skills.
The successful candidate will manage service requests and document interactions in Salesforce, ensuring a seamless experience for our advisors and clients. Join us to help empower financial professionals!
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