Client Services Specialist II

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Tempe, AZ, USA

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor‑focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

• 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 Advisor Complete and Wealthscape.
• Document interactions in Salesforce to ensure clarity, consistency, and follow‑through.

• 2+ years of experience in client service within financial services, banking, or operations.
• Strong judgment and discretion in navigating complex client needs.
• A proactive, solution‑oriented mindset with a passion for delivering value.
• Excellent written and verbal communication skills.
• Ability to build trust and rapport in a fast‑paced, professional environment.
• SIE and Series 7 required (or obtained within 6 months of employment).

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year of service in the current role unless approved by EVP.

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We achieve this by living our values:
Serve, Make it Happen, and One team.

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• Kestra Financial is an equal employment opportunity employer and prohibits discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.

Lead with purpose. Apply now and help shape the future of Kestra.