Client Services Specialist II

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

Lead with Purpose. Partner with Impact. 

The Client Service Specialist is a front-line support role responsible for delivering prompt, accurate, and thoughtful service to financial advisors and their staff. This role blends relationship management, operational knowledge, and a service mindset to empower our advisors and ensure their ongoing success. 

This role requires strong technical knowledge, attention to detail, sound judgment, and a commitment to delivering a high level of service. This position also serves as a key development opportunity within the Wealth Management career path. Team members who successfully complete all required FINRA licensing requirements and demonstrate proficiency in client relationship management, advisory support, wealth planning processes, and overall job competencies may be eligible for advancement to the Wealth Advisor Associate role.

What You'll Do:

• Serve as the first point of contact for clients by professionally handling inbound phone calls and email inquiries.
• Manage a high-volume workload, responding to approximately 40-45 calls and 10-15 emails daily while maintaining exceptional service standards.
• Assist clients with a variety of account-related needs, including account servicing, cost basis inquiries, retirement plans, asset transfers, and password resets.
• Accurately document, track, and maintain client interactions and case details within Salesforce.
• Educate clients on company systems, products, processes, and service procedures to enhance their overall experience.
• Partner with internal departments and subject matter experts to efficiently resolve client questions and service requests.
• Stay informed of policy updates, system enhancements, and procedural changes to ensure accurate and compliant support.
• Maintain a structured work schedule and demonstrate flexibility to support department and business needs.
• Deliver a consistent, professional, and empathetic client experience focused on building trust and satisfaction.
• Contribute to departmental goals by meeting service level expectations, quality standards, and client satisfaction objectives.

What You Bring:

• 1-2 years of customer service experience, preferably within the financial services industry.
• Excellent verbal and written communication skills with the ability to build rapport and maintain positive client relationships.
• Proficiency in Salesforce, Advisor Complete, Streetscape, and the Microsoft Office Suite.
• Client-focused mindset with a strong commitment to delivering exceptional service.
• Ability to remain professional, composed, and solution-oriented in a fast-paced environment.
• Eagerness to learn new systems, processes, and industry concepts while continuously developing professional skills.
• Strong attention to detail with a demonstrated ability to follow through on tasks and commitments.
• Effective organizational and time-management skills, with the ability to prioritize competing responsibilities and multitask efficiently.
• Collaborative team player with strong problem-solving abilities and a proactive approach to client support.
• Adaptability and flexibility to navigate changing priorities, procedures, and business needs.
• Bachelor’s degree preferred

Internal Application 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 to support you:

• Competitive pay and benefits with a large employer (over 1600 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
• Tuition reimbursement for qualified expenses

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.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

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

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.