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Concierge Client Service Lead

Kestra Financial

Kestra is seeking a Client Service Supervisor in Concierge to lead a team of Concierge Associates, drive service excellence, and ensure accurate, empathetic client handling. The role balances hands-on problem solving with people leadership and process improvement. You will coach staff, monitor workloads, and collaborate with Operations, Compliance, Technology, and Sales to remove roadblocks. The ideal candidate brings 4+ years in financial services or operations, 1+ year in supervision, and #J-18808-Ljbffr Kestra Financial

Vacancy posted 6 hours ago
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