Strategic Client Service Director for Financial Advisors

Kestra Holdings; Tempe, Northern (AZ, KY); Hybrid; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Kestra Holdings in Tempe, AZ seeks a Client Service Director to deliver exceptional service to a defined group of financial advisors. This senior IC blends relationship management, operational expertise, and cross-functional coordination to own complex service matters from intake to resolution.

You will advocate for advisors across internal teams, manage escalations, analyze feedback and metrics, and contribute to initiatives that improve advisor experience, efficiency, and retention.

Qualifikationen

• 8+ years in client service, operations, or relationship management in financial services.
• 5+ years in a leadership or client-facing strategic role with cross-functional collaboration.
• 3+ years of broker-dealer experience.

Aufgaben

• Act as a point of contact for service matters for your advisor segment.
• Own escalations from intake to resolution, coordinating with internal teams.
• Build partnerships with Business Development, Relationship Management and internal teams.
• Advocate for clients, ensuring their voice is represented in decisions and escalations.
• Respond promptly to client concerns and inquiries, ensuring high satisfaction and retention.
• Proactively flag at-risk relationships and lead cross-functional retention efforts.
• Analyze advisor feedback, service metrics, and data to identify improvements.
• Lead or contribute to cross-functional initiatives to improve advisor experience and efficiency.
• Collaborate to define best practices and implement scalable service enhancements.
• Support enterprise projects with a client lens, ensuring continuity and readiness.
• Bring structure and strategy to ambiguous problems; assess root causes and propose solutions.
• Partner with other service directors to share best practices.

Kenntnisse

Leadership experience

Client relationship management

Escalation management

Cross-functional collaboration

Broker-dealer familiarity

CRM systems familiarity

Ausbildung

SIE certification

Series 7 license

Series 24 license (preferred)

Tools

CRM systems

Workflow tools

Financial platforms

Jobbeschreibung

Kestra Holdings in Tempe, AZ seeks a Client Service Director to deliver exceptional service to a defined group of financial advisors. This senior IC blends relationship management, operational expertise, and cross-functional coordination to own complex service matters from intake to resolution.

You will advocate for advisors across internal teams, manage escalations, analyze feedback and metrics, and contribute to initiatives that improve advisor experience, efficiency, and retention.