Concierge Client Service Lead

Kestra Financial

Tempe (AZ)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

401(k) plan

Health insurance

Training & development

Tuition reimbursement

Job summary

Kestra is seeking a Client Service Supervisor in Concierge to lead a team of Concierge Associates, drive service excellence, and ensure accurate, empathetic client handling. The role balances hands-on problem solving with people leadership and process improvement.

You will coach staff, monitor workloads, and collaborate with Operations, Compliance, Technology, and Sales to remove roadblocks. The ideal candidate brings 4+ years in financial services or operations, 1+ year in supervision, and

Qualifications

4+ years in financial services, client service, or operations.
1+ year in a leadership or supervisory role.
Experience in advisor support or wealth management preferred.
Strong organizational and time-management skills.

Responsibilities

Oversee a team of Concierge Associates, set expectations, and coach for high performance.
Monitor workload, call and case volumes, and service levels to ensure timely resolutions.
Escalation point for complex or sensitive client matters; own resolutions.
Partner with cross-functional teams to remove roadblocks and improve processes.
Analyze service trends to identify training and efficiency opportunities.
Lead team and department meetings to reinforce service standards and priorities.