Client Service Specialist II
KestraTempe, Arizona, United States
Posted September 19, 2025
Full Time
About the Company
Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals to prosper, grow, and provide superior client service.
Job Description
Kestra Financial is looking for a Senior Client Service Associate to join their Account Services team. The role involves overseeing and resolving complex processing challenges, mentoring colleagues, and ensuring consistent delivery of exceptional service to advisors and their staff.
Requirements
- 3-7 years of progressive experience in brokerage/financial services operations and client support
- High school diploma/GED required, Bachelor's degree in a relevant field (Finance, Business Administration, etc.) preferred
- Series 7 License beneficial
Benefits
- Full health, vision, dental
- 401(k) plans
- Voluntary plans such as car insurance, legal services, and more