Kestra PWS
Posted Thursday, August 7, 2025 at 6:00 AM
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
**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 res olve 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 r esolution
What You Bring
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 e nvironment
Qualifications
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
Licenses & Certifications
SIE and Series 7 preferred
INTERNAL APPLICANT POLICY:
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.
INTERNAL APPLICANT POLICY: 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. #J-18808-Ljbffr
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.
INTERNAL APPLICANT POLICY: 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. #J-18808-Ljbffr