More jobs:
Client Services Pro II — Finance & Impact
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-09-01
Listing for:
Kestra PWS
Full Time
position Listed on 2026-09-01
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Kestra Financial in Tempe, AZ 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 end-to-end experience, resolving a wide range of service requests with sound judgment and a solutions-first mindset. You will document interactions in Salesforce and collaborate across departments to deliver tailored outcomes that support
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