Customer Service Specialist II

Lead with Purpose. Partner with Impact

At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We’re hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.

What You'll do

• Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care.
• Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutio...