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Client Services Specialist II: Growth Path to Advisor
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-08-21
Listing for:
Kestra Financial, Inc.
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Kestra Financial, Inc. is seeking a Client Service Specialist to deliver prompt, accurate, and thoughtful service to financial advisors and staff.
You will handle inbound calls and emails, document interactions in Salesforce, and educate clients on systems and processes. The role emphasizes strong communication, attention to detail, and collaboration in a fast-paced wealth management environment, with internal development opportunities and advancement potential within the Wealth Management
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