Apply on Employer Site

Kestra Financial · 2 hours ago

Client Service Associate

Tempe, AZ

Full-time

Onsite

Entry, Mid Level

2+ years exp

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. They are seeking a Client Service Associate to provide exceptional service to advisors and clients, managing service requests and collaborating across departments to ensure tailored outcomes.

BankingConsultingFinanceFinancial Services

Responsibilities

Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care

Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset

Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes

Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape

Document interactions in Salesforce to ensure clarity, consistency, and follow-through

Qualification

Client service experienceSIE certificationSeries 7 certificationSalesforce proficiencyCommunication skillsJudgmentDiscretionProactive mindsetBuilding trust