Director of Client Services

Job Description

Job Description

Our client is seeking a Director of Client Services to lead and develop a high-performing client service team within a growing financial services organization. This leadership role is responsible for overseeing servicing operations, driving process improvements, ensuring service excellence, and fostering a culture of accountability and continuous development. Apply now!

Work Model:

• On-Site

What You Will Do:

• Lead, coach, and develop the Client Servicing Team to deliver exceptional client experiences
• Oversee daily servicing operations, workflows, and quality control to ensure accuracy, efficiency, and compliance
• Monitor team performance, conduct regular coaching sessions, and support employee growth and development
• Manage escalated client issues and provide hands-on support for complex service situations
• Develop and improve processes, SOPs, and systems to enhance operational effectiveness
• Partner with leadership and cross-functional teams to support business growth and strategic initiatives
• Assist with hiring, onboarding, training, and retention of team members

• Financial services industry experience required
• Retirement planning industry experience preferred
• Proven leadership, coaching, and team development skills
• Strong knowledge of client service operations and workflow management
• Excellent communication, relationship-building, and problem-solving abilities
• High attention to detail with strong organizational and decision-making skills
• Ability to manage multiple priorities in a fast-paced environment

Benefits Overview:

• Health, dental, and vision insurance
• Life and long-term disability insurance
• 401K
• PTO
• $70,000 – $100,000 per year

#ZR

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.

From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.

Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

Company Description

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles. \r\n\r\nFrom entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve. \r\n\r\nOur experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.