Financial Advisory - Client Services Associate

Financial Advisory - Client Services Associate Kestra Financial - 3.0 Tucson, AZ Job Details Full-time 21 hours ago Benefits Health insurance 401(k) Tuition reimbursement Qualifications Hospitality Microsoft Excel Microsoft Outlook Phone communication Greeting customers Filing Administrative experience Client services Data entry Organizational skills Clerical experience Appointment scheduling Account management Communication skills Technical Proficiency Account opening Entry level Office experience Client interaction via phone calls Full Job Description Lead with Purpose. Partner with Impact. We are seeking a personable and detail-oriented •Client Service Associate•to join our team. This role is essential in creating a positive first impression for our clients and providing operational support across account management tasks. The ideal candidate will have strong interpersonal and communication skills, with a commitment to excellent client service. What you'll

Do:

Client Interaction:

Serve as the first point of contact for clients, both in person and over the phone, ensuring a warm, welcoming experience.

Phone Management:

Answer and direct incoming calls promptly, providing courteous assistance and relevant information.

Client Request Processing:

Handle client requests accurately and efficiently, including scheduling appointments and providing updates on account status.

Account Support:

Assist in account opening, maintenance and operational support, such as updating client information, handling forms, and liaising with financial advisors on client needs.

Hospitality & Client Experience:

Foster a welcoming office environment, ensuring clients feel valued and at ease during their visit.

Administrative Support:

Perform other clerical tasks as needed, including filing, data entry, and handling mail.

What You Bring:

Experience:

Previous experience in client service, hospitality, or administrative roles is preferred.

Skills:

Strong interpersonal and communication skills, with the ability to handle client interactions professionally and with empathy. Attention to

Detail:

Excellent organizational skills and accuracy in handling client requests and documentation.

Technical Proficiency:

Familiarity with office software, such as Microsoft Office Suite (Word, Excel, Outlook), is a plus. Commitment to

Client Care:

A warm, friendly demeanor with a client-first mindset.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide) 401(k), health insurance, and a competitive benefits package Work in a supportive, collaborative environment committed to professional excellence Help clients navigate meaningful financial decisions with confidence Opportunities for training, development, and long-term growth within the firm Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at

Kestra Kestra Holdings Website:

https://www.kestrafinancial.com/

Careers Portal:

https://jobs.dayforcehcm.com/en-

US/kestra/KESTRACAREERSITE LinkedIn:

https://www.linkedin.com/company/kestra-financial Apply Today Lead with purpose. Apply now and help shape the future of Kestra. Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.