Financial Services Client Advocate II

Posted 5 days ago

kestra financialTempe (AZ)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Kestra Financial is seeking a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. This frontline role blends relationship management with operational knowledge to empower advisor success. You will handle high-volume inquiries, document interactions in Salesforce, and collaborate with internal teams to resolve questions while maintaining compliance and service standards. #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.