Client Onboarding & Operations Lead

Posted 3 days ago

kestra financialTempe (AZ)

New Accounts ClerksTemporary Help Services

SENIORITY

Mid

About the role

Kestra Financial, Inc. is seeking a Client Service Specialist to support the Account Services team in Tempe. You will process account openings and maintenance while ensuring accuracy and regulatory compliance. Role requires strong attention to detail, excellent communication, and the ability to manage multiple tasks. Office-based role with potential overtime as volumes fluctuate and you’ll support advisors and clients directly. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.