Client Services Pro II — Finance & Impact
Listed on 2026-10-17
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Finance & Banking
Bank Customer Service, Office Administrator/ Coordinator -
Customer Service/HelpDesk
Bank Customer Service, Office Administrator/ Coordinator
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
Our group is growing, and we are hiring a Client Services Pro II — Finance Growth & Impact in Tempe, AZ, United States.
We are seeking a motivated Client Services Pro II — Finance Growth & Impact to join Kestra PWS in Tempe, AZ, United States.
Consider building your career as a Client Services Pro II — Finance Growth & Impact at Kestra PWS.
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