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Kestra Financial · 5 months ago

Financial Services Professional I

Phoenix, AZ

Full-time

Onsite

Entry Level

1+ years exp

Kestra Financial is a leading independent advisor platform that empowers financial professionals to provide superior client service. They are seeking a Client Service Specialist to serve as the initial point of contact for advisors, helping them navigate systems and resolve inquiries efficiently while maintaining a strong focus on client experience.

BankingConsultingFinanceFinancial Services

Responsibilities

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

Qualification

Customer service experienceSalesforceAdvisorCompleteStreetscapeSIE certificationSeries 7 certificationMultitaskingProfessionalismVerbal communicationWritten communicationAttention to detail