Senior Client Service Director for Financial Advisors
Socket.dev
Kestra Financial is seeking a Client Service Director to deliver exceptional service to a defined group of financial advisors. This senior individual contributor role blends relationship management, operational expertise, and cross‑functional coordination, owning complex service matters from start to finish. You’ll advocate for advisors across internal teams, drive improvements, and support enterprise projects with a client‑first mindset. #J-18808-Ljbffr Socket.dev
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Service Director for Financial Advisors in Tempe, AZ vacancy
- 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...Senior
$80k - $140k
The Strategic Account Services (SAS) organization is seeking a Health & Personal Care (HPC) Senior Customer Success Manager to shape the... ...for this role should possess client management skills with the... ...with your Sellers; be a trusted advisor and a business advocate.•...SeniorTemporary workFlexible hours- ...Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial... ...stay with Chase! As aClient Service Senior Manager for the Commercial Bank you... ...sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative...SeniorWork experience placementWork at office
Socket
Tempe, AZ2 days ago $140k - $175k
We are recruiting for a Senior Tax Manager with a growing CPA firm in the East Valley. This role will report to, and work closely with... ...passion for developing othersAbility to build and maintain trusted client relationships through proactive serviceHigh level of technical...SeniorWork at office$104.7k - $154k
...on our business to understand past trends and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you'll own recurring reporting...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$78k - $110k
...Description Job Title: Senior Customer Success Manager... ...Reports to: Senior Director of Customer Experience... ...will serve as a trusted advisor and strategic partner to high-profile clients, helping them successfully... ...through EnGen’s platform and services. You will own the full...SeniorFull timeLocal areaRemote workHome officeFlexible hoursNight shiftGrabJobs
Chandler, AZ1 day ago$30k - $200k
...Southwest Airlines, Justworks, Equifax, and FlorenceHQ. The Role As a Senior Customer Success Manager at Spekit, you own the outcomes for a... ...customers call when they need a thought partner, a strategic advisor, and internal advocate. You're not a support function — you're...SeniorWork at officeRemote workVisa sponsorshipGrabJobs
Tempe, AZ1 day ago- ...Circle K is seeking a senior US Corporate Income Tax Manager to support the income tax provision and compliance for a multi-state C‑corporation. The role emphasizes technically complex computations, detailed workpapers, and tax position research with cross-functional...Senior
Circle K
Tempe, AZ23 hours ago $115k - $145k
...Piper Companies is seeking a Senior FP&A Manager to join a leading global healthcare and... ..., forecasting, executive reporting, and financial planning activities while partnering... ...the Sr. FP&A Manager: Prepare Board of Directors, Audit Committee, and executive-level financial...SeniorPiper Companies
Tempe, AZ3 days ago- Northern Trust is seeking a Sr. Consultant in the Financial Reporting group to assist with annual audits and SEC filings for a diverse set of investment fund types. The role focuses on U.S. GAAP, SEC filings, and derivatives, with experience in fund statements, notes, and...Senior
- ...Tax Advisor Job Responsibilities: Provide guidance on the... ...investments and transactions Lead client engagements, and develop and... ...staff Work closely with senior management in mentoring, supervising... ...trustworthiness and client-service skills Computer proficiency...Senior
Southwest Accounting Resources, Inc.
Tempe, AZ23 hours ago - Fairygodboss in Tempe, Arizona is seeking a Client Human Resources Business Partner III. In this role, you will be a trusted advisor to clients, leveraging your HR expertise... ...innovative solutions, you'll contribute to ADP's service reputation and client satisfaction while...Senior
- Northern Trust in Tempe seeks a Senior Consultant to join the Wealth Management Partner Support team. You will coordinate fee-related... ...where needed, and help ensure timely responses across Client Servicing, Fee Operations, and Fee Product. A detail-oriented communicator...Senior
- A leading financial services provider in Tempe, AZ, is seeking a Relationship Manager IV to oversee commercial lending for middle-market businesses... ...and financial analysis. Responsibilities include developing client strategies, managing portfolios, and providing guidance to...Senior
- Northern Trust is seeking a Relationship Manager, Commercial Banking to develop and manage commercial client relationships, delivering lending, treasury management, and cash management solutions to drive growth. You will identify opportunities, advise on financing and...Senior
- A financial services company located in Tempe, Arizona, is seeking a Relationship Manager IV for Commercial Banking. This role involves managing... ...crucial. Join us to shape the future of banking while enhancing relationships with key clients. #J-18808-Ljbffr BOK FinancialSenior
- ...Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a...SeniorTemporary workWork at officeLocal areaRemote workWork from homeHome officeFlexible hours3 days per week
$87k - $114k
...supports tax planning and projects. You will report into the Senior Director, Tax. Work Location —This position is based in our Tempe, AZ... ...and timely adherence to tax compliance calendar. Prepare financial data, analysis and modeling to support tax projects. Prepare...SeniorFull timeWork at officeLocal areaFlexible hours- About the Role This position is ideal for a mid- to senior-level finance professional to join a Global Corporate... ...business success. Responsibilities Prepare Board of Directors, Audit Committee, and C-level financial presentations. Update the monthly financial reporting...SeniorTemporary work
- Benchmark Electronics Inc. in Tempe, AZ, is seeking a Manager, SEC Reporting to lead the external financial reporting in line with U.S. GAAP and SEC rules. You will supervise Form 10-K/10-Q preparation, consolidation, and cross-functional collaboration with operations,...Senior
- ...on our business to understand past trends and identify the best path forward. About the Role We’re hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you’ll own recurring...SeniorHourly payWork at officeLocal areaRemote workFlexible hours
- Avnet is looking for a financial management professional in Tempe, Arizona. The role involves managing company cash and financial assets to ensure liquidity and mitigate risks associated with foreign exchange, investments, and operational issues. This position requires...Senior
- Align Technology seeks a mid to senior-level FP&A Sr. Manager to support strategic planning, annual operating plans, monthly forecasts, and quarterly closes by partnering with global finance teams. You will provide budgeting, planning, analysis and reporting to influence...SeniorTemporary work
- ...close, influencing decision-making and improving performance. You will drive planning, reporting, and budgeting processes, consolidate financials, and develop automated tools to standardize inputs for faster, more accurate reporting. #J-18808-Ljbffr Align Technology, Inc.Senior
$130k
...Growing publicly traded company is growing and is adding a Senior Financial Analyst to their staff. This role has a base salary up to $130K. This role is in Tempe, Arizona and in office full time. You must be a U.S. Citizen/Green Card holder. Role Duties Own the calendar...SeniorFull timeWork at officeSouthwest Accounting Resources, Inc
Tempe, AZ4 days ago$76.32k - $127.21k
...Senior Financial Planner Where Ambition Meets Innovation Build a career... ...your success while helping clients pursue their financial goals... ...: LPL's Paraplanning Services team is looking for a highly... ...Financial Planner to support advisors in all aspects of financial...SeniorWork at officeWork from home- Southwest Accounting Resources, Inc. seeks a mid- to senior-level FP&A professional to join the Global Corporate FP&A team as a Sr. Manager, overseeing the strategic plan, AOP, monthly forecasts, and quarterly close in partnership with global finance teams. You will support...SeniorTemporary work
$134.14k - $176.05k
...Hi, we're Oscar. We're hiring a Senior Manager, Technical Accounting to join our Accounting... ...complex transactions and corresponding financial disclosures. You will develop, enhance,... .... You will report into the Associate Director, SEC Reporting and Technical Accounting....SeniorFull timeWork at officeFlexible hoursNAME Inc
Tempe, AZ14 hours ago- An established industry player is seeking a Senior Tax Manager to join their dynamic team. This role offers... ...opportunity to work closely with high-net-worth clients, providing strategic tax planning and compliance services. You'll thrive in a collaborative environment...Senior
- ...engineering, authoritative metadata services, access certifications, metadata... ...governance frameworks.Experience within financial services, banking, or highly... ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...SeniorTemporary workWork at officeHome officeFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Director for Financial Advisors. Be the first to apply!
Related searches
- client manager Tempe, AZ
- member engagement manager Tempe, AZ
- client solutions executive Tempe, AZ
- client relationship manager Tempe, AZ
- client service manager Tempe, AZ
- client experience manager Tempe, AZ
- client executive Tempe, AZ
- engagement manager Tempe, AZ
- client services supervisor Tempe, AZ
- engagement director Tempe, AZ