Financial Services Client Advocate II
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-20
Listing for:
Kestra Financial
Full Time
position Listed on 2026-08-20
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Kestra Financial is seeking a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. This frontline role blends relationship management with operational knowledge to empower advisor success.
You will handle high-volume inquiries, document interactions in Salesforce, and collaborate with internal teams to resolve questions while maintaining compliance and service standards.
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