Client Onboarding & Accounts Specialist
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-09-09
Listing for:
Kestra Financial
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Bank Customer Service
Job Description & How to Apply Below
Kestra Financial is seeking a detail-oriented Client Service Specialist to support the Account Services team. You will accurately process account openings, maintenance requests, and asset transfers, while ensuring data integrity and regulatory compliance.
You’ll serve clients and advisors, educate on Advisor Complete®, and help improve team efficiency. The role requires strong organizational skills, customer service ability, and proficiency with Microsoft Office.
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