Senior Client Service Director

Kestra Financial, Inc.; Austin, Northern (TX, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking a Client Service Director in Austin to serve as the senior point of contact for a defined advisory segment, owning complex service matters from intake to resolution.

You will partner with internal teams to align on client operations, growth, and retention, acting as an internal advocate to protect advisor interests. You will lead escalations, build collaborative relationships, and drive process improvements with a client-first mindset in a dynamic, fast-paced

Qualifications

• Eight-plus years in client service/ops or relationship management, preferably in financial services.
• Leadership/strategic role experience (5+ years) with cross-functional collaboration.
• Broker-dealer experience (3+ years) is preferred.
• Familiarity with CRM systems and financial platforms.
• Proven ability to manage escalations and deliver client value.

Responsibilities

• Act as the main point of contact for service-related matters for your advisor segment.
• Own and manage escalations from intake to resolution with internal teams.
• Build partnerships with Business Development and Relationship Management to align on client strategies.
• Advocate for clients to ensure their voices inform decisions and escalations.
• Respond promptly to inquiries to maintain high satisfaction and retention.
• Flag at-risk relationships and lead cross-functional efforts to address gaps.
• Analyze feedback and service metrics to identify improvement opportunities.
• Lead cross-functional initiatives to improve advisor experience and efficiency.
• Collaborate to define best practices and scalable service enhancements.
• Support platform updates and enterprise projects with a client lens.

Skills

Relationship management

Client service leadership

Operational excellence

Cross-functional collaboration

Broker-dealer knowledge

CRM proficiency

Strategic thinking

Risk awareness

Education

SIE

Series 7 License

Series 24 Preferred

Tools

CRM systems

Workflow tools

Financial platforms

Job description

Kestra Financial, Inc. is seeking a Client Service Director in Austin to serve as the senior point of contact for a defined advisory segment, owning complex service matters from intake to resolution.

You will partner with internal teams to align on client operations, growth, and retention, acting as an internal advocate to protect advisor interests. You will lead escalations, build collaborative relationships, and drive process improvements with a client-first mindset in a dynamic, fast-paced