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About the Role

Kestra Financial is seeking a Client Service Associate to join their high-performing Concierge team. This role is designed for professionals who want to grow their careers while making a real impact by empowering independent financial professionals and delivering exceptional client service.

Responsibilities

• Serve as the first point of contact for advisors, staff, and clients, providing proactive, high-touch service.
• Resolve a wide range of service requests with sound judgment and a solutions-first mindset.
• Navigate complex or ambiguous situations by collaborating across departments.
• Assist advisors and clients in confidently using platforms like AdvisorComplete and Wealthscape.
• Document interactions in Salesforce for clarity, consistency, and follow-through.

Requirements

• 2+ years of experience in client service within financial services, banking, or operations.
• Strong judgment and discretion in navigating complex client needs.
• A proactive, solution-oriented mindset with a passion for delivering value.
• Excellent written and verbal communication skills.
• Ability to build trust and rapport in a fast-paced, professional environment.
• Internal applicants must be in good standing with a minimum of 1 year of service with Kestra.
• Internal applicants must have a minimum of 1 year service in current role unless approved by EVP.

Skills

• Client service
• Financial services
• Banking
• Operations
• Salesforce
• AdvisorComplete
• Wealthscape
• Communication

Location

• Remote

Work Type

• Full-time

Experience Level

• Associate

Benefits

• Competitive pay and benefits
• 401(k)
• Health insurance
• Competitive benefits package
• Supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth
• Tuition reimbursement for qualified expenses

About the Company

• 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.
• Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.
• We live our values: Serve, Make it Happen, and One team.

Equal Opportunity

• Kestra Financial prohibits 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.
• 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.