Client Success Specialist II (Financial Services)
Kestra Holdings
A leading financial services firm based in Tempe, Arizona, is seeking a Client Service Associate to deliver proactive, high-touch service to advisors and clients. This role requires over 2 years of client service experience, excellent communication skills, and the ability to navigate complex situations. The ideal candidate is proactive, solution-oriented, and has required qualifications like SIE and Series 7. This position offers competitive pay, benefits, and opportunities for growth within a collaborative environment. #J-18808-Ljbffr Kestra Holdings
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Success Specialist II (Financial Services) in Tempe, AZ vacancy
- ...Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding... ...Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do...Suggested
- ADP is seeking a Client Support Specialist in Tempe, Arizona. In this vital role, you'll be the front-line for solving... ...and ensuring high levels of satisfaction. The successful candidate will have experience in client service and the ability to manage peak workload. ADP offers...Suggested
- ...9, 2025 at 6:00 AM. Kestra Financial provides a leading independent... ...grow, and provide superior client service. Kestra Financial supports... .... Position: Client Service Specialist II (Senior Client Service... ...Independence, enabling the growth and success of investing clients and...SuggestedPermanent employmentFull timeWork at office
- ...Sales Development Representative II Austin, US Dialpad is the AI-native business communications platform. We unify calling,... ...and love of winning to hone your craft and launch yourself into a successful sales career! Dialpad's Sales Development Representative will...SuggestedWork at officeShift work
- ...Monday, March 16, 2026 at 8:00 AM Kestra Financial is a wealth management platform... ...their businesses and deliver exceptional client service. We combine advanced business management... ...Independence, enabling the growth and success of investing clients and the advisors who...Suggested
- ADP is looking for a Client Support Specialist to be the first point of contact for clients regarding challenges... ...building strong client relationships. Successful candidates will have 3 to 5 years of experience in a client service environment, and while a college degree...
- Automatic Data Processing is seeking a Client Service Representative in Tempe, Arizona. In this role, you'll assist clients by resolving issues, providing training on ADP technology, and ensuring client satisfaction. Ideal candidates will have 3-5 years of experience in...
- JPMorgan Chase is looking for a Client Success Senior Associate in Tempe, Arizona. This key role involves building relationships with complex Commercial Bank clients and contributing to the firm's retention and growth strategies. Responsibilities include managing client...
$22 per hour
...Job Description Job Description Role: Client Support Specialist II – Benefits & Payroll Support Location: Tempe, AZ Pay rate: $22/hr... ...Duration: 06 Months Job Overview We are hiring Customer Service Representatives / Client Support Specialists for a fast-...Contract workRemote workBCForward
Tempe, AZ22 days ago- ...Holdings in Tempe, Arizona is seeking a Client Service Associate to join our high-performing... ...years of client service experience in financial services, with a focus on proactive problem... ...exceptional communication skills. The successful candidate will manage service requests...
- ...delivering exceptional customer service, where each day presents... ...contribute to our business success. As a Specialist II in Account Service at... ...first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves...Full timeAfternoon shift
- ...Client Support Specialist Are you ready to join a company offering career advancement opportunities throughout your career... ...with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning? Are you looking...
- ...model which creates a vibrant team atmosphere making it super successful for team members who have selected insurance as their career... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer...Hourly payFor contractorsWork at officeFlexible hours
Sharon Layman - State Farm Agent
Tempe, AZ27 days ago - ...enthusiasm for helping our clients, building... ...extraordinary customer service while maintaining a strong... ...New Client Investment Specialist in J.P. Morgan Wealth... ...Solid understanding of financial markets and can effectively... ...linked to our success. We are an equal opportunity...Work at officeRemote workMonday to Friday3 days per week
- ...Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and lets create an inviting shopping experience for our customers. Your Role:As a Cus Customer Service, Associate...
Dollar Tree Family Dollar - Dollar Tree, Inc.
Tempe, AZ20 hours ago - ...Description Industry: Payroll Job Title: Client Support Specialist II - Benefits and Talent Solutions... ...more. You carry the weight of client service reputation and client satisfaction in... ...training will help to set you up for success! To thrive in this role, you must...
BCForward
Tempe, AZ13 days ago $20.04 per hour
...Member Service Rep II Job Category: Branch Operations Requisition Number: MEMBE001636... ...similar related sales experience, at a financial institution. Knowledge and Skills: Individual... ...Policies. 12. Responsible for successful outbound sales calls to existing and potential...Work at officeFlexible hoursTruwest Credit Union
Chandler, AZ2 days ago$17 - $20 per hour
...Receptionist and Service Team Member Claudia Salmon State Farm is a leading insurance... ...help customers with their insurance and financial services needs, including Auto Insurance... ...Apply now and let us put you on the path to success. State Farm agents are independent...Hourly payFor contractorsWork at office- ...Customer Service Specialist Our client, a leading organization in the financial services industry, is seeking a dedicated Customer Service Specialist to join their... ..., and a proactive attitude, which will align successfully within the organization. Location: Tempe,...Full timeContract workWork at officeWork from homeMonday to Friday
Experis
Tempe, AZ20 hours ago - Motion Recruitment is hiring a Customer Service Specialist in Tempe, AZ (Hybrid) to support financial services initiatives. This long-term contract offers a competitive... ...in a prominent financial institution. The successful applicant will be responsible for low complexity...Long term contract
- ...dedicated to advancing and improving the information-age through financial literacy. We are building a new, emboldened class of... ...Background & Experience: 1+ years of experience in customer success, coaching, or a people-focused role. Next-level communication...Temporary workWork at officeMonday to Friday
$38.9k - $78.8k
...Fairygodboss is seeking an Implementation Consultant II to join ADP in Tempe, Arizona. This role involves consulting with clients to provide tailored ADP solutions, leveraging... ...foundation in business consulting and client service, with effective analytical and communication...Fairygodboss
Tempe, AZ3 days ago$70k - $115k
...located in Tempe, Arizona, is seeking an Institutional Client Specialist to enhance client service for institutional clients. This role requires... ...hold a bachelor's degree and possess 3+ years in the financial services industry, along with relevant licenses. The position...- Kestra PWS is hiring a Client Service Associate in Tempe, Arizona. This role involves delivering proactive, high-touch service to advisors... ...candidate will have 2+ years of client service experience in financial services and strong communication skills. Kestra offers...
$48k
...is hiring an entry-level Account Coordinator for their Customer Success Team in Tempe, Arizona. This full-time position involves... ...closely with Account Directors and the Production team to meet client needs and ensure timely deliverables. Ideal candidates should have...Full time- Kestra Financial in Tempe, Arizona, is looking for a Client Service Associate to join their Concierge team. This role is crucial for delivering high-touch service to financial advisors while providing solutions for diverse service requests. With at least 2 years of client...
$16 - $18 per hour
...Tempe, Arizona seeks an Office Administrator and Customer Support Expert to enhance office operations and ensure exceptional customer service. You will manage administrative tasks, including scheduling, inventory control, and CRM database management. Ideal candidates will...Hourly payWork at office- ...About Kensington Partners Group Kensington Partners Group is a fast-growing financial services organization focused on innovation, client success, and long-term financial protection. We are dedicated to helping individuals and families secure their future while providing...Remote workWork from homeFlexible hours
Kensington Partners Group
Tempe, AZ20 hours ago $51.1k - $70k
...model which creates a vibrant team atmosphere making it super successful for team members who have selected insurance as their career... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer...Hourly payFor contractorsWork at officeFlexible hoursSharon Layman
Tempe, AZ4 days ago$60k
...performance) Location: Remote (U.S.) About Flute Flute is a leading financial services provider specializing in innovative payment processing... ...1+ years of outbound, self-sourced sales experience Proven success in high-volume cold calling and outbound prospecting...Full timeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Specialist II (Financial Services). Be the first to apply!
Related searches
- online customer service representative Tempe, AZ
- customer advisor Tempe, AZ
- airport customer service agent Tempe, AZ
- customer support associate Tempe, AZ
- employee relations assistant Tempe, AZ
- participant services representative Tempe, AZ
- inbound call center customer service representative Tempe, AZ
- service agent Tempe, AZ
- insurance customer service advisor Tempe, AZ
- customer success associate Tempe, AZ