Kestra Holdings
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Client Service Specialist
Location: Phoenix, AZ
Company: Kestra Financial
**Where ambition meets real impact**
At Kestra Financial, we don't just answer questions, we build trust and lasting relationships with the financial advisors we serve. Our approach is people-first, tech-supported, and driven by purpose: to make it easier for advisors to run their businesses and serve their clients.
We're looking for a Client Service Specialist to join our front-line support team. Professionals who take pride in owning the client experience from the first call to final resolution. In this role, you'll be the go-to resource for advisors and their staff, helping them navigate systems, solve problems, and get the answers they need quickly and confidently.
It's a great opportunity for someone who enjoys working in a fast-paced environment, thrives on learning, and takes pride in making someone's day just a little easier. If you're looking to grow your skills, deepen your industry knowledge, and be part of a team that shows up for each other every day, this is the place.
What You'll Do
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 service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Client Service Specialist
Location: Phoenix, AZ
Company: Kestra Financial
**Where ambition meets real impact**
At Kestra Financial, we don't just answer questions, we build trust and lasting relationships with the financial advisors we serve. Our approach is people-first, tech-supported, and driven by purpose: to make it easier for advisors to run their businesses and serve their clients.
We're looking for a Client Service Specialist to join our front-line support team. Professionals who take pride in owning the client experience from the first call to final resolution. In this role, you'll be the go-to resource for advisors and their staff, helping them navigate systems, solve problems, and get the answers they need quickly and confidently.
It's a great opportunity for someone who enjoys working in a fast-paced environment, thrives on learning, and takes pride in making someone's day just a little easier. If you're looking to grow your skills, deepen your industry knowledge, and be part of a team that shows up for each other every day, this is the place.
What You'll Do
- Serve as the initial point of contact for inbound calls and emails from advisors, staff, and clients, responding with care and urgency
- Answer approximately 40-45 calls and 10-15 emails per day, ensuring timely and accurate assistance
- Handle a wide range of inquiries across topics like account servicing, cost basis, retirement plans, transfer of assets, and password resets
- Log and track client communication and activities in Salesforce
- Educate and guide clients through operational processes, system navigation (e.g., AdvisorComplete and Streetscape), and procedural requirements
- Collaborate with peers and support departments to resolve inquiries and improve overall client experience
- Stay current on operational policies, procedures, and system changes through continuous training
- Maintain structured work schedules between 7:00 AM - 6:30 PM, Monday through Friday, with shift flexibility
- Deliver consistent, accurate, and empathetic service
- Provide support aligned with departmental goals for service levels, quality, and client satisfaction
- Partner with internal service teams and custodians to ensure seamless follow-through and resolution
- A service-first mindset, with strong verbal and written communication skills
- Professionalism under pressure and the ability to stay composed in fast-paced situations
- Willingness to learn, take feedback, and grow with the team
- Strong attention to detail and follow-through
- Comfort working with multiple systems and tools
- Prior experience in a call center, help desk, or client support environment is a plus
- Curiosity and willingness to dig into problems and ask thoughtful questions
- Ability to multitask, prioritize, and manage time effectively in a structured, high-volume environment
- 1-2 years of experience in customer service within financial services, or a related role
- Strong interpersonal skills with a professional, confident phone presence
- Clear written communication and attention to tone and accuracy
- Comfort using technology and learning new systems quickly (Salesforce, AdvisorComplete, Streetscape, Microsoft Office Suite)
- Bachelor's degree preferred, but equivalent experience will be considered
- SIE and Series 7 preferred
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 service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- 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.
- It is the policy of Kestra Financial to ensure equal employment opportunity without 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. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.