Advisor Support Specialist II — Client Service
Kestra Holdings
Kestra Financial in Tempe, AZ seeks a Client Service Specialist to deliver prompt, accurate support to financial advisors and their staff. You will manage a high-volume mix of calls and emails, document interactions in Salesforce, and help with account servicing and process questions. This role emphasizes relationship building, technical proficiency, and a pathway to Wealth Advisor roles; strong communication and teamwork are essential. #J-18808-Ljbffr Kestra Holdings
Vacancy posted 1 day ago
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