About this role
Client Service Specialist II at Kestra. Location: Tempe, Arizona, United States. Role: serving clients, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services, strong judgment, excellent written and verbal communication, ability to handle complex client needs and collaborate across teams. Category: Customer Service Seniority: Entry Level Tools: AdvisorComplete, Wealthscape, Salesforce Commitment: Full Time Workplace: Onsite Languages: English