Client Services Operations Leader

Kestra Financial; Tempe (AZ); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Professional development

Job summary

Kestra Financial is seeking a Client Service Supervisor to lead a team of Client Service Associates and Specialists, ensuring exceptional advisor and client experience. You will manage daily operations, conduct coaching, and drive process improvements while maintaining quality and accuracy.

Responsibilities include monitoring queues, achieving 24-hour service targets, and partnering with other departments to enhance efficiency.

Qualifications

• Experience leading client service teams in financial services.
• Ability to conduct regular performance and quality reviews.
• Strong judgment to troubleshoot operational challenges and escalate when needed.

Responsibilities

• Oversee daily operations of Client Service team.
• Provide coaching and mentorship to Client Service Associates and Specialists.
• Monitor queues and SLA adherence, including 24-hour response times.

Skills

Team leadership

Performance management

Coaching and mentorship

Data analysis

Communication

Job description

Kestra Financial is seeking a Client Service Supervisor to lead a team of Client Service Associates and Specialists, ensuring exceptional advisor and client experience. You will manage daily operations, conduct coaching, and drive process improvements while maintaining quality and accuracy.

Responsibilities include monitoring queues, achieving 24-hour service targets, and partnering with other departments to enhance efficiency.