Client Service Supervisor
Kestra Holdings
- Tempe, Arizona, United States
- Tempe, Arizona, United States
Über
Lead with Purpose. Partner with Impact.
The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for advisors and clients. This role balances hands-on problem-solving with people leadership and process improvement, ensuring that service commitments are consistently met with accuracy, empathy, and accountability.
You'll serve as a subject matter expert, coach, and escalation point while driving service
consistency, operational efficiency, and team engagement. This is an ideal role for someone with deep service experience, strong communication skills, and a proven ability to lead others through change and complexity.
What You'll Do:
Oversee a team of Concierge Associates, setting clear expectations, providing day-to-day
direction, and coach to ensure high performance and service consistencyMonitor, analyze, and report daily workload, call and case volumes, and service level metrics to ensure timely and accurate resolution of client request
Supervisor, Concierge Kestra Financial, Inc is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and Kestra Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client matters; take ownership through resolutionConduct regular one-on-one meetings and formal performance reviews to support
development, provide feedback, and address performance concerns in alignment with company expectationsPartner with cross-functional teams-including Operations, Compliance, Technology, and Sales-to remove roadblocks, share feedback, and improve end-to-end processes.Analyze trends in service activity to identify opportunities for training, quality improvement, and operational efficienciesChampion operational improvements and process enhancementsApply deep operational expertise to solve issues quickly, identify root causes, and implement
sustainable solutionsEnsure scheduling, staffing, and resource alignment matches client demand and coverageLead team meetings and contribute to department meetings to reinforce service standards,
share updates, and keep the team aligned on prioritiesSupport hiring, onboarding, and training of new team members; serve as a culture carrier and role model.Maintain compliance with internal policies, procedures, and regulatory requirements, ensuring the team adheres to operational standardsRegularly review and update standard operating procedures (SOPs) to reflect current practices, support training, and improve consistency across the teamContribute to strategic initiatives and represent the Concierge team in cross-functional projects as needed
What You Bring:
4+ years of experience in financial services, client service, or operations1+ year in a leadership or supervisory roleHigh school diploma required; college degree preferred Experience in advisor support or wealth management preferredProven ability to lead teams in a client service or operations environment, with a focus on accountability, empathy, and results.Strong organizational and time management skills with the ability to manage both individual and team priorities.Excellent interpersonal communication skills: clear, composed, and able to inspire
confidence and trust.Ability to navigate and resolve escalations with professionalism, while coaching others through similar scenarios.Strong analytical skills and attention to detail; comfortable interpreting metrics to assess performance and recommend improvements.High comfort level with CRM systems (Salesforce), advisor platforms, and custodial tools; able to guide others through complex workflows. Supervisor, Concierge
Licenses:
• SIE, Series 7 Required (or must be obtained within 6 months of hire)
• Series 24 preferred
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Sprachkenntnisse
- English
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