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/banking or operations; strong judgment, discretion, written and verbal communication, and ability to navigate complex client needs. Category: Customer Service Seniority: Entry Level Tools: AdvisorComplete, Wealthscape, Salesforce Commitment: Full Time Workplace: Onsite Languages: English