Client Onboarding & Accounts Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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.
We have an opening for a Client Onboarding & Accounts Specialist in Tempe, AZ, United States within Finance, Management & Operations.
We are seeking a motivated Client Onboarding & Accounts Specialist to join Kestra Financial in Tempe, AZ, United States.
Consider building your career as a Client Onboarding & Accounts Specialist at Kestra Financial.
The Client Onboarding & Accounts Specialist position in the Finance, Management & Operations field is open for applications.
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