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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
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