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Client Service Specialist II — Elevate Advisor Experience
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-22
Listing for:
Kestra Financial
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Bilingual -
Finance & Banking
Job Description & How to Apply Below
Kestra Financial is seeking a Client Service Associate to join our Concierge team. You will be the first point of contact for advisors, staff, and clients, delivering proactive, high-touch service with professionalism and care.
You will own the experience from start to finish, resolve a wide range of requests with sound judgment, and collaborate across departments to deliver timely, tailored outcomes. Experience in financial services and strong communication are essential.
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