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Client Service Associate - Financial Services Launchpad
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-07-30
Listing for:
Kestra PWS
Full Time
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Kestra Financial is seeking a Client Service Associate to join our Concierge team in Tempe. You will be the first contact for advisors, staff, and clients, delivering proactive, high-touch service with professionalism and care.
You will own the end-to-end service experience, resolve requests with good judgment, navigate complex situations, and help clients confidently use Kestra platforms like Advisor Complete and Wealthscape, while documenting interactions in Salesforce.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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