About this role
Client Service Specialist I at Kestra. Location: Tempe, Arizona, United States. Role: delivering service, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services or banking; strong judgment, written and verbal communication, ability to navigate complex situations, and proficiency helping advisors use AdvisorComplete and Wealthscape. Category: Customer Service Seniority: Entry Level Tools: AdvisorComplete, Wealthscape, Salesforce Commitment: Full Time Workplace: Onsite Languages: English