Senior Client Service Director for Financial Advisors

Kestra Financial

Tempe (AZ)

On-site

USD 120,000 - 180,000

Full time

7 days ago

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Benefits offered by this job

401(k)

Health insurance

Competitive benefits

Job summary

Kestra Financial seeks a Senior Client Service Director to deliver superior service to a defined group of financial advisors. You will own escalations, advocate for clients, and collaborate with internal teams to align on service strategies and growth goals.

This role requires 8+ years in client service within financial services, 5+ years in leadership, and broker-dealer experience. You’ll operate in a fast-paced environment emphasizing accountability, initiative, and scalable process

Qualifications

8+ years of experience in client service, operations, or relationship management, preferably within financial services.
5+ years in a leadership or client-facing strategic role with cross-functional collaboration.
3+ years of broker-dealer experience.
Strong understanding of brokerage, advisory, or investment products and services.
Experience supporting or working closely with financial advisors is highly preferred.

Responsibilities

Act as a point of contact for all service-related matters for your assigned advisor segment; develop understanding of firm structures and goals.
Own and manage escalations from intake to resolution with internal teams.
Build partnerships with Business Development, Relationship Management, and internal teams to align on client strategies.
Advocate for clients; ensure voice is represented in decisions and escalations are resolved with care.
Respond promptly to client concerns to maintain high satisfaction and retention.
Flag at-risk relationships and lead cross-functional efforts to address service gaps and retain clients.